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PINESTONE ASSET MANAGEMENT INC.

MONTREAL, QUEBEC, Canada · CRD 317431 · IAPD ↗ · pinestoneam.com · 438-793-0444

$54.13BRegulatory AUM
13Advisory reps
46Employees
22Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

43
April 2026 — PINESTONE ASSET MANAGEMENT INC. grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — PINESTONE ASSET MANAGEMENT INC. now reports custody of client assets ($899.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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