Unclaimed Profile

Carrie Yenhui Lee

PINE STREET ALTERNATIVE ASSET MANAGEMENT LP·NEW YORK CITY, New York

Clean recordPINE STREET ALTERNATIVE ASSET MANAGEMENT LP

200 PARK AVENUE, NEW YORK CITY, NY 10166CRD# 2926098Firm CRD# 156526

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carrie Yenhui Lee · NEW YORK CITY, NY

Registration

CRD #2926098 · PINE STREET ALTERNATIVE ASSET MANAGEMENT LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carrie Yenhui Lee is a registered financial advisor based in NEW YORK CITY, New York, affiliated with PINE STREET ALTERNATIVE ASSET MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PINE STREET ALTERNATIVE ASSET MANAGEMENT LP

AUM

$103M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PINE STREET ALTERNATIVE ASSET MANAGEMENT LP →

Services

Pension consulting

Security ratings or pricing services

Background

Compensation

Subscription fees

Other: SEE MISCELLANEOUS SECTION OF SCHEDULE D

Regulatory

SEC/IARD CRD# 2926098

Firm CRD# 156526

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Frequently Asked Questions

What services does Carrie Yenhui Lee offer?

Carrie Yenhui Lee specializes in Retirement Planning. Contact their office in NEW YORK CITY, New York for a consultation.

What are Carrie Yenhui Lee's credentials?

Carrie Yenhui Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carrie Yenhui Lee located?

Carrie Yenhui Lee is based in NEW YORK CITY, New York, working with PINE STREET ALTERNATIVE ASSET MANAGEMENT LP. Their office serves clients in the NEW YORK CITY metropolitan area and surrounding communities.

How does Carrie Yenhui Lee charge for services?

Carrie Yenhui Lee's firm is compensated through subscription fees, other: see miscellaneous section of schedule d. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PINE STREET ALTERNATIVE ASSET MANAGEMENT LP?

PINE STREET ALTERNATIVE ASSET MANAGEMENT LP has approximately 4 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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