Empowering Growth, Guiding Success

Where Financial Strategy Meets Precision

Building great investment strategies is hard enough. The operational side of your business shouldn't slow you down.

Run the business of asset management.

We’ll run everything else.

PINE Advisor Solutions is for asset managers who'd rather focus on investment strategy than navigating operational and regulatory complexity.

We embed experienced professionals across compliance, finance, fund leadership, and distribution so you can focus on what matters most: running your strategy and growing your firm. All without the cost of building an internal team.

 The expertise of a large firm. The attention of a true partner. 

START SCALING WITH PINE

What We Do

Few investment firms are built to manage the operational complexity that comes with growth.

That’s where we come in.

PINE provides institutional-quality outsourced leadership and operational support to asset managers across:

Registered Funds (Mutual, Interval & Closed-End) | ETFs | Private Funds | Other Pooled Investment Vehicles

Our clients rely on us to manage the operational, accounting, and regulatory complexity of their business without the cost and burden of building those teams internally.

 

Our Core Capabilities

Compliance That Actually Understands Your Business 

Adviser Compliance | Outsourced CCO

Compliance isn’t a box-checking exercise. It’s a strategic function.

Our team builds and maintains regulatory compliance programs that hold up under escalating scrutiny. Whether you need a designated Chief Compliance Officer or experienced support for your internal team,  we help firms stay ahead of regulatory expectations, not react to them.

 

CFO & Financial Operations for Investment Firms

Outsourced CFO Services

Asset managers face financial complexity most CFOs never see.

We bring specialized financial leadership to fund managers, supporting everything from financial reporting and budgeting to operational strategy and investor reporting.

You get institutional-grade financial oversight without building an internal finance department.

 

Fund Officers Who Know the Boardroom

Fund CCOs | PFOs | Governance

Registered funds require experienced professionals at the officer level.

Our team serves as Chief Compliance Officers and Principal Financial Officers, bringing the governance, transparency, and oversight that regulators and investors expect.

 

Distribution Infrastructure for Modern Funds

Distribution | Broker-Dealer Support

Getting a fund to market is only the beginning.

From advertising reviews and FINRA compliance to intermediary agreements and ETF distribution support, we provide underwriting services, principal distributor services, and regulatory oversight fund sponsors need to distribute products effectively from day one.

 

Managed Services That Keep Firms Running

Operations Support

The operational demands on asset managers keep expanding: reporting cycles, oversight requirements, regulatory changes, technology needs.

Our managed services team provides the middle- and back-office operational backbone firms need to scale without building large internal teams.

 

 

Why Firms Choose PINE

We’ve Sat in the Seat. Not Just Advised It.

"The PINE team brings decades of combined experience across the asset management industry, serving in the same roles our clients rely on us to fill. That experience is what separates practical guidance from theoretical advice."

— J.B. Blue, Founder & Managing Partner | PINE Advisor Solutions

 

We Integrate With Your Team

Clients don’t hire PINE as a vendor. They rely on us as an extension of their firm.

“We view PINE as a true partner, not just a service provider. Their responsiveness, attention to detail, and specialized expertise have been a critical part of our success as an asset manager. By partnering with PINE, we have been able to free up our time and resources to focus on what we do best, allowing us to deliver a better investment solution for our clients.”

— Jeremy Held, CFA, Bow River Capital, Managing Director | Evergreen Strategies Team

 

We Understand Modern Fund Structures

From ETFs to private funds to emerging structures, we support managers navigating increasingly complex markets and regulatory frameworks.

“[PINE’s] expertise has been invaluable... I wholeheartedly recommend PINE; they've been an indispensable asset to our organization.”

— Bradley R. Roth, Chief Investment Officer | THOR Financial Technologies

 

We Scale With You

Whether launching your first fund or managing a multi-strategy platform, our model grows alongside your business.

“We use PINE for their CFO Support Services for the management company and Fund Oversight support for our private funds; having their assistance on the monthly NAV production, the annual audits, and monthly financials frees up my time to further grow our firm.”

— Jason Beckett, Chief Compliance Officer, Chief Operating Officer | Dynamic Beta Investments

 

 

The PINE Philosophy

At PINE, our clients are at the center of everything we do.

We believe the best client outcomes come from people who are supported, invested in, and given room to do great work. That's why we put as much into developing our team as we do in to serving our clients.

 

 

Ready to stop building operational infrastructure and start focusing on your strategy?

Let’s talk