# North Pier Fiduciary Management, LLC

> 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.

- CRD: 148128
- Filed as: NORTH PIER FIDUCIARY MANAGEMENT, LLC
- Also doing business as: NORTH PIER SEARCH CONSULTING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Marina del Rey, CA
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148128
- AdvisorCensus page: https://advisorcensus.com/firm/north-pier-fiduciary-management-llc-marina-del-rey-ca-148128

## Quick answers

**How is North Pier Fiduciary Management, LLC compensated?**
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).

**Where is North Pier Fiduciary Management, LLC located?**
North Pier Fiduciary Management, LLC's principal office is in Marina del Rey, CA, according to its Form ADV.

**Is North Pier Fiduciary Management, LLC registered with the SEC or a state?**
North Pier Fiduciary Management, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 148128.

**How much does North Pier Fiduciary Management, LLC manage?**
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).

**How have North Pier Fiduciary Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does North Pier Fiduciary Management, LLC serve?**
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).

**Which custodians does North Pier Fiduciary Management, LLC use?**
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.

**Does North Pier Fiduciary Management, LLC report any disciplinary disclosures?**
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

**What changed in North Pier Fiduciary Management, LLC's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in CA, NV, TX, UT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Empower Financial Services, Inc.
- Fidelity Brokerage Services LLC
- Matrix Trust Company
- Principal Custody Solutions

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,276,472,248
- Discretionary: $892,675,086
- Non-discretionary: $383,797,162

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $13,475,289 |
| High net worth individuals | 15 | $66,907,825 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $1,196,089,134 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 15 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL, NV, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- northpiersearch.com
- npier.com
- Facebook @NORTHPIERFM
- LinkedIn @NORTH-PIER-FIDUCIARY-MANAGEMENT
- LinkedIn @north-pier-search-consulting
- X @North_Pier

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,090,457,632 | 6 | March 26, 2021 |
| October 2022 | $1,856,977,162 | 12 | March 24, 2022 |
| October 2023 | $1,523,666,593 | 9 | March 30, 2023 |
| October 2024 | $1,031,029,898 | 12 | March 29, 2024 |
| October 2025 | $1,106,583,614 | 12 | March 30, 2025 |
| October 2026 | $1,276,472,248 | 15 | April 29, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in CA, NV, TX, UT.

### April 2026
- 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%).

### December 2025
- Registered or notice-filed in UT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. North Pier Fiduciary Management, LLC (CRD 148128): Form ADV filing data as of October 2026.