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CENTRAL PINE CAPITAL, LLC

CEDARHURST, NY · CRD 322281 · IAPD ↗ · 212-430-1030

$332.4MRegulatory AUM
3Advisory reps
5Employees
3Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — CENTRAL PINE CAPITAL, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2026 — CENTRAL PINE CAPITAL, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — CENTRAL PINE CAPITAL, LLC reported RAUM up 65% ($201.5M -> $332.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — CENTRAL PINE CAPITAL, LLC reported RAUM up 29% ($156.3M -> $201.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — CENTRAL PINE CAPITAL, LLC now reports custody of client assets ($1.0M).
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.