WEST PINE 43 LLC

Adviser information for WEST PINE 43 LLC last updated from Form ADV on September 15th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 65 $13.8M
Total 65 $13.8M

Clients

Type Number RAUM
Individuals 28 $1.0M
HNW Individuals 12 $12.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $800,000
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-128095
SEC ERA File Number 801-128095
SEC CIK Numbers None
SEC CRD Numbers 326789
Legal Entity Identifier None

Principal Office

641 LEXINGTON AVENUE
14TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00AM - 6:00PM
Tel: 212-970-0043, Fax: N/A

Chief Compliance Officer

KEVIN PELLEGRINI
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
641 LEXINGTON AVENUE
14TH FLOOR
NEW YORK
NY
United States
Tel: 212-970-0043
Fax: N/A
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
PELLEGRINI, KEVIN Individual MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 04/2023 > 75%

No. Employees, Historic

1050202320241 on 5/2/20231 on 5/4/20231 on 6/8/20231 on 6/30/20231 on 7/11/20231 on 7/26/20231 on 8/9/20231 on 9/14/20231 on 9/15/2023

RAUM, Historic

20M10M0202320240 on 5/2/20230 on 5/4/20230 on 6/8/20230 on 6/30/20230 on 7/11/20230 on 7/26/20230 on 8/9/20230 on 9/14/202313776000 on 9/15/2023

No. Clients, Historic

50250202320240 on 5/2/20230 on 5/4/20230 on 6/8/20230 on 6/30/20230 on 7/11/20230 on 7/26/20230 on 8/9/20230 on 9/14/202342 on 9/15/2023