Pinyon Pine Capital is a registered investment advisor offering investment strategies including long-only, hedged, highly concentrated long-only (HCLO), and dividend strategies. The firm focuses on companies with high free cash flow yields and the ability to grow cash flow. Pinyon Pine Capital generally requires a $1 million minimum under management, but this may be waived at the firm's discretion.
Assets Under Management$46M
Clients39
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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.
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