PEIRCE CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- THE WOODLANDS, Texas
- CRD number
- 142654
- Registered since
- July 1, 2015
- Website
- www.peircecap.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.19%
- Individuals1.81%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Peirce Capital Management, LLC is a privately owned, SEC-registered investment adviser that focuses on managing portfolios for individuals and family clients. The firm charges fees as a percentage of assets under management and operates as a capital allocator, which includes selecting third-party managers when appropriate. Investment activity centers on using public funds and ETFs as the core building blocks of client accounts, supplemented by targeted allocations to private placements and real estate. Peirce Capital offers portfolio management for individuals and small businesses, provides pension-related consulting services, and can serve as a selector of other advisers when clients need access to specialized strategies. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Cash & Cash Equivalents15%
- US Government Bonds6%
- State & Local Bonds3%
- Exchange Traded Equities2%
Contacts
3 of 5DANIEL BINGHAM
Associate Wealth AdvisorCRD 6323927
MARK HEIDER
Wealth AdvisorCRD 6279489
Jason Peirce
Associate Wealth AdvisorCRD 7657195
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$251M in ETFs
29%
$73.4M
71%
$178M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO) | Active | Small Value | $46.1M | 1,817,517 | 18.33% |
Location
THE WOODLANDS, TX
MONTGOMERY
Location
THE WOODLANDS, TX
Headquartered in THE WOODLANDS, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- MONTGOMERY
- Address
- 4840 W Panther Creek Dr
- Time zone
- CT (UTC-6)
- Office locations
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