PIER CAPITAL, LLC

RIASEC RegisteredEst. 2004

Total AUM

$648M

Discretionary

$648M

100% of AUM

Avg account

$34.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: STAMFORD, Connecticut
CRD number: 131212
Registered since: August 11, 2004
Website: piercap.com
Custodians: SEB TALLINN, U.S. BANK, N.A., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Other36.59%
Investment Companies28.64%
Charitable Organizations19.01%
Pooled Investment Vehicles6.26%
State / Municipal Government5.15%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pier Capital, LLC is an SEC-registered, individually owned limited liability company that has been advising clients since 2004. The firm serves an institutional client base and provides fee arrangements that include a percentage-of-AUM component and performance-based fees. Its advisory scope covers discretionary portfolio management across individuals and small businesses, investment companies, pooled investment vehicles, and other businesses or institutions. Pier Capital reports being an active ESG investor and is not structured as a multi-state adviser or a capital allocator.