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Pine Cobble Capital, LLC (Wellesley)


Pine Cobble Capital, LLC is a large advisory firm based in Wellesley. It manages $104.01 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Massachusetts.

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Pine Cobble Capital provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pine Cobble Capital: assets under management

The assets under management (AUM) of Pine Cobble Capital, LLC is $104.01 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 122% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $104.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20.8 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pine Cobble Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wellesley

The principal office where Pine Cobble Capital, LLC performs its advisory services is located at 60 William Street, Wellesley, MA 02481, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-431-1888 or by fax 781-431-2098. The normal business hours are 7:00 - 5:00 est on Monday - Friday. You can find more information about the New York firm at www.pinecobblecapital.com.


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