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PINEGROVE OPPORTUNITY PARTNERS LLC

SAN FRANCISCO, CA · CRD 328970 · IAPD ↗ · pinegrovecp.com · 626-676-0710

$1.18BRegulatory AUM
8Advisory reps
8Employees
0Clients
n/aPlanning clients
1Private funds
1States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
January 2026 — PINEGROVE OPPORTUNITY PARTNERS LLC (SAN FRANCISCO, CA) left the SEC roster (was $1.18B RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
April 2025 — PINEGROVE OPPORTUNITY PARTNERS LLC crossed $1B in regulatory AUM ($804.1M -> $1.18B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
33
January 2025 — PINEGROVE OPPORTUNITY PARTNERS LLC moved its main office from MENLO PARK, CA to SAN FRANCISCO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
43
January 2025 — PINEGROVE CAPITAL PARTNERS LLC is now doing business as PINEGROVE OPPORTUNITY PARTNERS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
38
May 2024 — PINEGROVE CAPITAL PARTNERS LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
May 2024 — PINEGROVE CAPITAL PARTNERS LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
May 2024 — PINEGROVE CAPITAL PARTNERS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
May 2024 — PINEGROVE CAPITAL PARTNERS LLC now reports 1 private fund(s) ($804.1M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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