PINE Advisor Solutions
Outsourced compliance, CFO and fund officer services for asset managers running registered, ETF and private funds
Highlights
- New on EvolcAdded 2026-11-03
Recent signals
What changed at PINE Advisor Solutions in the last 6 months, newest first. Each line links to its public source.
- 6 Nov 2026 Leadership hire · Hiring Fund Chief Compliance Officer, Compliance Director job-boards.greenhouse.io
- 30 Oct 2026 Leadership hire · Hiring Associate Director, Broker-Dealer Compliance (Denver) job-boards.greenhouse.io
About PINE Advisor Solutions
PINE Advisor Solutions provides outsourced compliance, fund officer, CFO, distribution and operations support to asset managers. Services include outsourced Chief Compliance Officer work, Principal Financial Officer and Fund CCO roles, adviser compliance programs, broker-dealer compliance, FINRA advertising review, and reporting and middle- and back-office management.
Clients are asset managers running registered funds (mutual, interval and closed-end), ETFs, private funds and other pooled investment vehicles. The firm works on an outsourced engagement basis, with its professionals integrating into clients' teams. The website reports $50B+ in assets under advisement supported and 100+ fund structures managed.
The company was founded by J.B. Blue and Derek Mullins, who are listed as founders and managing partners. Offices are listed in Denver, Colorado and Raleigh, North Carolina. Open roles include associates and associate directors in adviser compliance, broker-dealer compliance, fund financial reporting, managed services and systems and operations.
Product: Outsourced Chief Compliance Officer, CFO, Principal Financial Officer, distribution and managed operations services for asset managers.
Jobs at PINE Advisor Solutions
Open roles at PINE Advisor Solutions in the Americas (3)
United States 3. From PINE Advisor Solutions's careers page or applicant tracking system; each role links to the employer.
- Fund Compliance Associate · Denver, United States
- Fund Chief Compliance Officer, Compliance Director · United States
- Associate Director, Broker-Dealer Compliance · Denver, United States
Leadership
- Derek Mullins · Founder & Managing PartnerSource: company website
- J.B. Blue · Founder & Managing PartnerSource: company website
- Jake Sundling · Head of Chief Financial Officer Services, Closed-EndSource: company website
- Jason Mudd · Head of Managed ServicesSource: company website
- Lexi Guyerson · Head of People & Business OperationsSource: company website
- Stephanie Minson · Head of Chief Financial Officer Services, Open-EndSource: company website
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Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
Backend
- PHPHigh confidence
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- Response headerx-powered-by
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CRM & customer data
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Frontend frameworks
- BootstrapHigh confidence
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Hosting
- LiteSpeedHigh confidence
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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.