Pinyon Asset Management LP (New York)


Pinyon Asset Management LP is a large advisory firm based in New York. It manages $148.71 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2014.

Pinyon Asset Management provides 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.

Pinyon Asset Management: assets under management

The assets under management (AUM) of Pinyon Asset Management LP is $148.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $148.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $49.57 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pinyon Asset Management LP 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.

Careers at Pinyon Asset Management LP

Patrick Thurston Burke has served as the Chief Investment Officer since 1 Jun 2014. Ptb Pinyon Llc joined the executive team most recently as the Limited Partner.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Pinyon Management Llc General partner 1 Jun 2014 Other 47-1245884
Patrick Thurston Burke Chief executive officer/chief investment officer 1 Jun 2014 Other 2432729
Richard Evan Geller Chief operating officer/head of investor relations/limited partner 1 Jun 2014 Other 2829885
Anthony Joseph Picone Chief financial officer/chief compliance officer 1 Aug 2014 Other 4376327
Ptb Pinyon Llc Limited partner 1 Oct 2014 75% - 100% 47-1890779

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Patrick Thurston Burke Managing member 1 Oct 2014 75% - 100% 2432729

Based in New York

The principal office where Pinyon Asset Management LP performs its advisory services is located at 501 Madison Ave., New York, NY 10022, 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 212-601-5555. The normal business hours are 8:00am - 5:00pm on Monday - Friday.