Overview
Assets Under Management: $407 million
Headquarters: THE WOODLANDS, TX
High-Net-Worth Clients: 116
Average Client Assets: $4 million
Frequently Asked Questions
PEIRCE CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142654), PEIRCE CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PEIRCE CAPITAL MANAGEMENT, LLC is headquartered in THE WOODLANDS, TX.
PEIRCE CAPITAL MANAGEMENT, LLC serves 116 high-net-worth clients according to their SEC filing dated July 17, 2024. View client details ↓
According to their SEC Form ADV, PEIRCE CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PEIRCE CAPITAL MANAGEMENT, LLC manages $407 million in client assets according to their SEC filing dated July 17, 2024.
According to their SEC Form ADV, PEIRCE CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.23
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 906
Discretionary Accounts: 906
Regulatory Filings
CRD Number: 142654
Last Filing Date: 2024-07-17 00:00:00
Website: https://peircecap.com