News

PINE Advisor Solutions Quadruples Client Base, Expands Staff to Support Growth

January 27, 2021 09:30 AM

DENVER–(BUSINESS WIRE)–PINE Advisor Solutions, a boutique, Denver-based provider of outsourced non-investment related services for the asset management industry, saw its client base quadruple last year, as investment managers looked to PINE for support launching new products. The new clients include open and closed-end mutual funds, alternative asset firms and an exchange-traded fund trust.

PINE has added five industry professionals and doubled its office space to meet growing demand for its outsourced accounting and compliance services.

“PINE experienced significant growth in 2020 despite a challenging environment for many firms,” said PINE Co-Founder JB Blue. “The most rewarding aspect for PINE is watching our clients grow by adding new people, strategies and funds.”

• SEC Charges Compass Minerals for Misleading Investors about Its Operations at World’s Largest Underground Salt Mine
  on September 23, 2022 at 8:00 pm
• Boeing to Pay $200 Million to Settle SEC Charges that it Misled Investors about the 737 MAX
  on September 22, 2022 at 8:04 pm
• SEC Charges Cheetah Mobile’s CEO and its Former President with Insider Trading
  on September 21, 2022 at 11:05 am
• Morgan Stanley Smith Barney to Pay $35 Million for Extensive Failures to Safeguard Personal Information of Millions of Customers
  on September 20, 2022 at 11:00 am
• Sparkster to Pay $35 Million to Harmed Investor Fund for Unregistered Crypto Asset Offering
  on September 19, 2022 at 6:40 pm
• SEC Investor Advisory Committee to Discuss Human Capital Labor Valuation, Security-Based Swaps, Beneficial Ownership, and ESG Disclosure on Sept. 21
  on September 19, 2022 at 6:00 pm
• Office of the Investor Advocate Releases Research Study on Fund Performance Benchmarks
  on September 19, 2022 at 5:00 pm
• SEC Charges Gol Intelligent Airlines, Brazil’s Second Largest Airline, with FCPA Violations
  on September 15, 2022 at 8:50 pm
• SEC Charges Loop Capital Markets in First Action against Broker-Dealer for Violating Municipal Advisor Registration Rule
  on September 14, 2022 at 5:00 pm
• SEC Proposes Rules to Improve Risk Management in Clearance and Settlement and to Facilitate Additional Central Clearing for the U.S. Treasury Market
  on September 14, 2022 at 3:15 pm
• SEC Charges Four Underwriters in First Actions Enforcing Municipal Bond Disclosure Law
  on September 13, 2022 at 11:12 am
• SEC Charges VMware with Misleading Investors by Obscuring Financial Performance
  on September 12, 2022 at 6:44 pm
• SEC Charges Hudson Advisors and Lone Star Global for Failing to Disclose that Fund Fees Included More Than $50 Million of Owner’s Income Tax Liability
  on September 12, 2022 at 12:15 pm
• SEC Division of Corporation Finance to Add Industry Offices Focused on Crypto Assets and Industrial Applications and Services
  on September 9, 2022 at 8:00 pm
• SEC Adopts JOBS Act Inflation Adjustments
  on September 9, 2022 at 2:30 pm
• SEC Charges Two Advisory Firms for Custody Rule Violations, One for Form ADV Violations, and Six for Both
  on September 9, 2022 at 1:00 pm
• SEC Charges Perceptive Advisors for Failing to Disclose SPAC-Related Conflicts of Interest
  on September 6, 2022 at 12:33 pm
• SEC Charges Venture Capital Adviser Energy Innovation Capital Management for Overcharging Fees
  on September 2, 2022 at 5:00 pm
• SEC Charges Advisory Firm and Executives with Devising an Elaborate Scheme to Defraud Clients out of More Than $75 Million
  on August 30, 2022 at 6:15 pm
• SEC Issues First Fee Rate Advisory for Fiscal Year 2023
  on August 26, 2022 at 6:30 pm