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| Happy Holidays!! thanks for using AUM13F!! |
| Pinestone Asset Management Inc
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| CRD # | 317431 |
| SEC # | 801-122764 |
| CIK # | 0001904893 |
| AUM | $50.8 B (2025-03-28) |
| Employees | 36 (28% Investors, 0% Brokers) |
| Phone | 438-793-0444 |
| Address | 1981 Mcgill College Montreal Quebec, Canada |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 1.6 | ||
| Microsoft Corp | 1.5 | ||
| Alphabet Inc | 1.2 | ||
| Moodys Corp /DE/ | 1.2 | ||
| Autozone Inc | 1.0 | ||
| Mastercard Inc | 0.9 | ||
| Oracle Corp | 0.8 | ||
| CME Group Inc | 0.7 | ||
| TJX Companies Inc /DE/ | 0.6 | ||
| Sherwin Williams Co | 0.6 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Pinestone Global Equity Fund LLC | [2023-03-31] | 438.7 | 467.9 |
| Other | The Pinestone Interntional Equity Fund LLC | [2023-03-31] | 282.8 | 283.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 8 | 3.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 47 | 32.7 |
| (g) Pension and profit sharing plans | 13 | 4.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 6 | 2.7 |
| (j) Other investment advisers | 10 | 5.5 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 10 | 1.6 |
| Total | 98 | 50.8 |
| By Discretionary | ||
| Discretionary | 87 | 46.3 |
| Non-Discretionary | 11 | 4.4 |
| Total | 98 | 50.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 34.8 | |
| United States Persons | 16.0 | |
| Total | 98 | 50.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Thomas Clancy | 17 | ||
| Audrey Huot | 2 | ||
| Nadim Rizk | 2 | ||
| Claudia Gourde | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001904893] | |
| SC 13G | [0001904893] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Pinestone Asset Management Inc | Graco Inc | [2023-08-30] |
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