Pinehurst Family Trust
Family Office · $420.0M AUM · Southeast
Expansion Score
95
Churn Risk
10
Days in Stage
36
Avg Response Time
5h
Activity Timeline
11 eventsOpened Fund V portfolio update email
Video call with Sarah Kim — discussed pension allocation limits and Fund V structure
Visited Fund V data room — 14 min, reviewed audited financials
Clicked link to portfolio company case study
Opened Q3 2025 investor letter
In-person meeting at CIO's office — reviewed Fund IV exit performance
Opened year-end portfolio summary email
Attended NYC Investor Day — CIO attended with analyst
Phone call with CIO — confirmed increased alts allocation by 3%
Opened Q2 2025 investor letter
Visited Fund V data room — 20 min, reviewed GP commitment details
Relationship Summary
🤖 AI-ComputedPinehurst Family Trust has been highly engaged over the past 90 days. They opened 4 of 4 emails, had 2 meetings, and show strong expansion signals. Their previous fund commitment was $5.0M; expansion to $5.0M–$7.0M is likely based on pattern similarity to your top converters.
Details
- Contact
- Margaret Pinehurst, Trustee
- Sector Focus
- Real Assets
- Typical Check
- $5.0M
- Current Commitment
- $5.0M
- Previous Fund
- $5.0M
- Assigned To
- Sarah Kim
- Stage Since
- Jan 5, 2026
- Priority Rank
- #10 of 45