{
  "crd_number": 148128,
  "slug": "north-pier-fiduciary-management-llc-marina-del-rey-ca-148128",
  "primary_business_name": "NORTH PIER FIDUCIARY MANAGEMENT, LLC",
  "legal_name": "NORTH PIER FIDUCIARY MANAGEMENT, LLC",
  "dbas": [
    "NORTH PIER SEARCH CONSULTING"
  ],
  "city": "Marina del Rey",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-09-08",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-04-29",
  "carried_forward": false,
  "raum_total": 1276472248.0,
  "raum_discretionary": 892675086.0,
  "raum_non_discretionary": 383797162.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 15,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 13475289.0,
      "count": 9
    },
    "pension_profit_sharing": {
      "raum": 1196089134.0,
      "count": 15
    },
    "high_net_worth_individuals": {
      "raum": 66907825.0,
      "count": 15
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "IL",
    "NV",
    "TX",
    "UT"
  ],
  "websites": [
    "https://facebook.com/NORTHPIERFM",
    "https://linkedin.com/COMPANY/NORTH-PIER-FIDUCIARY-MANAGEMENT",
    "https://linkedin.com/company/north-pier-search-consulting",
    "https://northpiersearch.com",
    "https://npier.com",
    "https://x.com/North_Pier"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148128",
  "city_as_filed": "MARINA DEL REY",
  "url": "https://advisorcensus.com/firm/north-pier-fiduciary-management-llc-marina-del-rey-ca-148128",
  "display_name": "North Pier Fiduciary Management, LLC",
  "summary": "North Pier Fiduciary Management, LLC is an SEC-registered investment advisory firm in Marina del Rey, CA, registered since 2008, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 29, 2026.",
  "citation": "AdvisorCensus. North Pier Fiduciary Management, LLC (CRD 148128): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is North Pier Fiduciary Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), North Pier Fiduciary Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is North Pier Fiduciary Management, LLC located?",
      "a": "North Pier Fiduciary Management, LLC's principal office is in Marina del Rey, CA, according to its Form ADV."
    },
    {
      "q": "Is North Pier Fiduciary Management, LLC registered with the SEC or a state?",
      "a": "North Pier Fiduciary Management, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 148128."
    },
    {
      "q": "How much does North Pier Fiduciary Management, LLC manage?",
      "a": "North Pier Fiduciary Management, LLC reports $1,276,472,248 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (70% discretionary)."
    },
    {
      "q": "How have North Pier Fiduciary Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for North Pier Fiduciary Management, LLC: Regulatory assets under management: $2,090,457,632 in the October 2021 data and $1,276,472,248 in the October 2026 data, down 39%. Total employees: 6 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does North Pier Fiduciary Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (15); pension and profit sharing plans (but not the plan participants or government pension plans) (15); individuals (other than high net worth individuals) (9)."
    },
    {
      "q": "Which custodians does North Pier Fiduciary Management, LLC use?",
      "a": "North Pier Fiduciary Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Empower Financial Services, Inc., Fidelity Brokerage Services LLC, Matrix Trust Company and Principal Custody Solutions as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does North Pier Fiduciary Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148128"
    },
    {
      "q": "What changed in North Pier Fiduciary Management, LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Registered or notice-filed in CA, NV, TX, UT."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2090457632.0,
      "total_employees": 6,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1856977162.0,
      "total_employees": 12,
      "filing_date": "2022-03-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1523666593.0,
      "total_employees": 9,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1031029898.0,
      "total_employees": 12,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1106583614.0,
      "total_employees": 12,
      "filing_date": "2025-03-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1276472248.0,
      "total_employees": 15,
      "filing_date": "2026-04-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in CA, NV, TX, UT."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 10 to 5.",
        "Regulatory assets under management went from $1,106,583,614 to $1,276,472,248 (+15%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in UT."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Empower Financial Services, Inc.",
      "name_as_filed": "EMPOWER FINANCIAL SERVICES, INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Matrix Trust Company",
      "name_as_filed": "MATRIX TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "Principal Custody Solutions",
      "name_as_filed": "PRINCIPAL CUSTODY SOLUTIONS",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/north-pier-fiduciary-management-llc-marina-del-rey-ca-148128.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 13475289.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 15,
      "fewer_than_5": false,
      "raum": 66907825.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 1196089134.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148128",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}