West Pine 43 LLC

West Pine 43 LLC provides ongoing portfolio management and investment advisory services to individuals, high‑net‑worth clients, and corporate or pension entities, and the firm’s brochure indicates it also manages portfolio services for institutional clients. It sponsors and serves as portfolio manager for a wrap‑fee program in addition to its non‑wrap advisory services.

The firm follows an all‑cap momentum strategy focused on long‑term capital appreciation through equities, ETFs and mutual funds and employs a mix of charting, quantitative, fundamental and technical analysis; it also uses long‑ and short‑term trading, margin, and options strategies. West Pine 43 reports $235,000 in discretionary assets under management and $24,235,000 in non‑discretionary assets as of January 2026, indicating the large majority of client assets are managed on a non‑discretionary basis.

Compared with similarly sized independent advisers, West Pine 43’s combination of sponsoring a wrap‑fee program that may employ options or leveraged ETFs, serving corporate/pension and institutional clients, and operating with primarily non‑discretionary AUM is uncommon. The brochure also discloses operational details that can affect execution—recommending Interactive Brokers as custodian and not aggregating block trades—which may influence trade routing and execution outcomes for clients.