Jason Williams is a registered investment advisor at Pinyon Pine Capital LLC, based in Ketchum, ID, with 15 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 39 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinyon Pine Capital offers several investment strategies with different fee structures:
- Long-Only and HCLO Strategies: These strategies charge an annual management fee of 0.85% of your portfolio, billed quarterly. There's also a performance fee of 20% of the amount your portfolio's return exceeds the Russell 3000 Value Index.
- Hedged Strategy: This strategy also charges an annual management fee of 0.85% of your portfolio, billed quarterly. The performance fee is 10% of your portfolio's net return.
- Dividend Strategy: This strategy charges an annual management fee of 0.5% of your portfolio, billed quarterly.
Location
191 E. Sun Valley Road, Suite 204, Ketchum, ID, 83340
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a principal and chief investment officer of Pios Capital, LLC, an Idaho exempt reporting adviser, since March 2024. He spends about a quarter of his time managing Pios Capital's investment program.
Employment History
Current Registrations
Pinyon Pine Capital LLC
State Registrations2 states
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