# Pier 88 Investment Partners, LLC

> Pier 88 Investment Partners, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 169316
- Filed as: PIER 88 INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169316
- AdvisorCensus page: https://advisorcensus.com/firm/pier-88-investment-partners-llc-san-francisco-ca-169316

## Quick answers

**How is Pier 88 Investment Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pier 88 Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pier 88 Investment Partners, LLC located?**
Pier 88 Investment Partners, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Pier 88 Investment Partners, LLC registered with the SEC or a state?**
Pier 88 Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 169316.

**How much does Pier 88 Investment Partners, LLC manage?**
Pier 88 Investment Partners, LLC reports $568,043,382 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Pier 88 Investment Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Pier 88 Investment Partners, LLC: Regulatory assets under management: $513,745,791 in the October 2021 data and $568,043,382 in the October 2026 data, up 11%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pier 88 Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7); high net worth individuals (2); insurance companies (2).

**Which custodians does Pier 88 Investment Partners, LLC use?**
Pier 88 Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists The Northern Trust Company as a custodian holding 10% or more of its separately managed account assets.

**Does Pier 88 Investment Partners, 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/169316

**What changed in Pier 88 Investment Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $665,039,375 to $568,043,382 (-15%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- The Northern Trust Company

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: $568,043,382
- Discretionary: $568,043,382
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 2 | $15,681,577 |
| Investment companies | 1 | $210,315,151 |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $74,086,106 |
| Insurance companies | 2 | $267,960,548 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2016 (10 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [pier88.com](https://pier88.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $513,745,791 | 4 | August 25, 2021 |
| October 2022 | $606,213,956 | 3 | June 17, 2022 |
| October 2023 | $567,604,190 | 4 | May 22, 2023 |
| October 2024 | $581,285,266 | 5 | March 25, 2024 |
| October 2025 | $665,039,375 | 5 | May 7, 2025 |
| October 2026 | $568,043,382 | 5 | March 25, 2026 |

Regulatory assets under management: $513,745,791 in the October 2021 data and $568,043,382 in the October 2026 data, up 11%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $665,039,375 to $568,043,382 (-15%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pier 88 Investment Partners, LLC (CRD 169316): Form ADV filing data as of October 2026.