COOK PINE CAPITAL LLC
SEC RegisteredWe preserve and build intergenerational wealth.
About the firm
Cook Pine Capital ("CPC") manages generational capital for a select few ultra-high net worth families. Through extensive due diligence and broad global relationships, the firm provides investors access to premier investment products and expertise. Cook Pine Capital is fully registered with US and Japanese regulatory authorities.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized investment portfolio construction and management across multiple strategies in both public and private markets, including selection of 'best of breed' portfolio managers, risk mitigation, tax-efficient structuring across generations, and high-level personal advisory services.
Who they serve
A select few ultra-high net worth families and their charitable foundations.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 2 | $97M |
| Pension/Profit Sharing Plans | 2 | $341M |
| State/Municipal Entities | 1 | — |
5 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COOK PINE CAPITAL LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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