Investor Relation
Consolidated AUM and Management Fee Revenue by Investment Mandate

Fixed income
Floating-rate
income
Alternative
Portfolio implementation
Exposure management

Pine Crest Corp. consolidated totals as of and for the period ended April 30, 2019.
Consolidated AUM and Management Fee Revenue by Investment Vehicle

Closed-end funds
Private funds
Institutional separate accounts
Individual separate accounts

Media Relations
Pine Crest Corp is a leading global asset manager offering individuals and institutions a broad array of advanced, specialized investment strategies and wealth management solutions. We have been anticipating client needs to deliver exemplary service, innovative strategies and attractive returns through a variety of market conditions. Today, Pine Crest Corp is the investment manager of choice for many of today’s most discerning investors.

By Market Channel
54% Retail: $242.535% Institutional: $155.2
11% High net worth: $46.9

By Investment Mandate
26% Equity: $117.026% Portfolio implementation: $115.5
18% Exposure management: $78.8
19% Fixed income: $82.5
9% Floating-rate: $40.9
2% Alternatives: $9.9

By Investment Manager
52% Parametric: $230.240% Pine Crest Corp Management: $178.2
5% Atlanta Capital Management: $23.2
3% Calvert Research and Management: $13.0
Reaching out to the community
We understand that all of us benefit when we stand side by side with the community around us – supporting its rich traditions and vibrant places, as well as the people who live and work in it.
Community partnerships
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Corporate sponsorships
Allow us to enrich our community and preserve its important traditions.

