PIER 88 INVESTMENT PARTNERS, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 169316
- Registered since
- January 29, 2016
- Website
- www.pier88.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Insurance Companies47.17%
- Investment Companies37.02%
- Pooled Investment Vehicles13.04%
- HNWI2.76%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pier 88 Investment Partners, LLC is a privately held investment manager organized as an LLC and SEC-registered since 2016. The firm combines hedge fund and venture capital strategies and describes itself as a multifaceted fund manager that serves both high-net-worth individuals and institutional clients. It operates pooled vehicles and provides portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. Pier 88 reports business activity as a CPO/CTA and uses a mix of fee structures — percentage-of-AUM, fixed fees, and performance-based fees. The firm does not identify as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Investment Grade Corp Bonds54%
- Exchange Traded Equities42%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1MITCHELL MCCULLOUGH
President, Chief Marketing OfficerCRD 2263603
Contacts
3 of 3FRANCIS TIMONS
FounderCRD 4846539
SEAN AURIGEMMA
Partner, Portfolio ManagerCRD 2567433
DAVID WALROD
MemberCRD 6047357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$1.6M in ETFs
70%
$1.1M
30%
$476K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| HILTON SMALL-MIDCAP OPPORTUNITY ETF (SMCO) | Active | Mid Cap Blend | $476K | 17,500 | 29.86% |
Location
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 71 Stevenson St
- Time zone
- PT (UTC-8)
- Office locations
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