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PINEGROVE OPPORTUNITY PARTNERS, LLC

SAN FRANCISCO, CA · CRD 170811 · IAPD ↗ · pinegrove.vc · 650-519-0540

$2.93BRegulatory AUM
12Advisory reps
17Employees
0Clients
n/aPlanning clients
4Private funds
1States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — PINEGROVE OPPORTUNITY PARTNERS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2026 — PINEGROVE ADVISER LLC is now doing business as PINEGROVE OPPORTUNITY PARTNERS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
53
April 2026 — PINEGROVE OPPORTUNITY PARTNERS, LLC reported RAUM up 43% ($2.05B -> $2.93B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
15
January 2026 — PINEGROVE ADVISER LLC changed its website from brookfield.com to pinegrove.vc.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
35
January 2026 — PINEGROVE ADVISER LLC moved its main office from NEW YORK, NY to SAN FRANCISCO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
January 2026 — PINEGROVE ADVISER LLC shrank from 1219 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
January 2026 — BROOKFIELD ASSET MGMT PRIVATE INST CAPITAL ADVISER (CREDIT), LLC is now doing business as PINEGROVE ADVISER LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
January 2026 — PINEGROVE ADVISER LLC crossed $1B in regulatory AUM ($816.0M -> $2.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
68
April 2025 — BROOKFIELD ASSET MGMT PRIVATE INST CAPITAL ADVISER (CREDIT), LLC grew from 1175 to 1219 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.