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 Empires Consulting Corp. with Fake Trading Scheme
  on June 30, 2022 at 8:30 pm
• Mark T. Uyeda Sworn In as SEC Commissioner
  on June 30, 2022 at 8:00 pm
• UBS to Pay $25 Million to Settle SEC Fraud Charges Involving Complex Options Trading Strategy
  on June 29, 2022 at 7:30 pm
• Denver Regional Director Kurt L. Gottschall to Leave SEC
  on June 29, 2022 at 6:08 pm
• Tracy S. Combs Named Director of SEC’s Salt Lake Regional Office
  on June 29, 2022 at 5:46 pm
• Ernst & Young to Pay $100 Million Penalty for Employees Cheating on CPA Ethics Exams and Misleading Investigation
  on June 28, 2022 at 10:00 am
• SEC Adopts Rules to Require Electronic Filing for Investment Advisers and Institutional Investment Managers
  on June 23, 2022 at 9:00 pm
• SEC Announces Spring 2022 Regulatory Agenda
  on June 22, 2022 at 7:45 pm
• SEC Charges Egan-Jones Ratings Co. and CEO with Conflict of Interest Violations
  on June 21, 2022 at 12:57 pm
• SEC Charges Firm and Five Brokers with Violations of Reg BI
  on June 16, 2022 at 2:00 pm
• SEC Requests Information and Comment on Advisers Act Regulatory Status of Index Providers, Model Portfolio Providers, and Pricing Services
  on June 15, 2022 at 9:25 pm
• SEC Charges Rochester, NY, and City’s Former Executives and Municipal Advisor with Misleading Investors
  on June 14, 2022 at 5:48 pm
• SEC Charges Private Equity Adviser for Failing to Disclose Disproportionate Expense Allocations to Fund
  on June 14, 2022 at 3:26 pm
• SEC Charges Weiss Asset Management with Short Selling Violations
  on June 14, 2022 at 2:00 pm
• SEC Charges Former Employee of Online Gambling Company with Insider Trading
  on June 13, 2022 at 3:49 pm
• Schwab Subsidiaries Misled Robo-Adviser Clients about Absence of Hidden Fees
  on June 13, 2022 at 1:00 pm
• SEC Reopens Comment Period for Proposed Rule on Recovery of Erroneously Awarded Compensation
  on June 8, 2022 at 9:30 pm
• SEC Charges CohnReznick LLP and Three Partners with Improper Professional Conduct
  on June 8, 2022 at 5:20 pm
• SEC Charges New Jersey Software Company and Senior Employees with Accounting-Related Misconduct
  on June 7, 2022 at 11:16 am
• SEC Investor Advisory Committee to Discuss Non-Traditional Accounting and Climate Disclosure on June 9
  on June 6, 2022 at 7:30 pm