Consolidated AUM and Management Fee Revenue by Investment Mandate
Pine Crest Corp. consolidated totals as of and for the period ended April 30, 2019.
Consolidated AUM and Management Fee Revenue by Investment Vehicle
Institutional separate accounts
Individual separate accounts
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 Channel54% Retail: $242.5
35% Institutional: $155.2
11% High net worth: $46.9
By Investment Mandate26% Equity: $117.0
26% 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 Manager52% Parametric: $230.2
40% Pine Crest Corp Management: $178.2
5% Atlanta Capital Management: $23.2
3% Calvert Research and Management: $13.0
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