{
  "crd_number": 131212,
  "slug": "pier-capital-llc-stamford-ct-131212",
  "primary_business_name": "PIER CAPITAL, LLC",
  "legal_name": "PIER CAPITAL, LLC",
  "dbas": [],
  "city": "Stamford",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2004-08-11",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 647707100.0,
  "raum_discretionary": 647707100.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 9,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 236989102.0,
      "count": null,
      "description": "NON-US INVESTMENT COMPANY",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 123117140.0,
      "count": 5
    },
    "state_municipal": {
      "raum": 33384597.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 185524068.0,
      "count": 2
    },
    "pension_profit_sharing": {
      "raum": 13550137.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 14617358.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 40524698.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT"
  ],
  "websites": [
    "https://linkedin.com/company/pier-capital-llc",
    "https://piercap.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/131212",
  "city_as_filed": "STAMFORD",
  "url": "https://advisorcensus.com/firm/pier-capital-llc-stamford-ct-131212",
  "display_name": "Pier Capital, LLC",
  "summary": "Pier Capital, LLC is an SEC-registered investment advisory firm in Stamford, CT, registered since 2004, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Pier Capital, LLC (CRD 131212): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Pier Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pier Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Pier Capital, LLC located?",
      "a": "Pier Capital, LLC's principal office is in Stamford, CT, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Pier Capital, LLC registered with the SEC or a state?",
      "a": "Pier Capital, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 131212."
    },
    {
      "q": "How much does Pier Capital, LLC manage?",
      "a": "Pier Capital, LLC reports $647,707,100 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Pier Capital, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Pier Capital, LLC: Regulatory assets under management: $961,423,389 in the October 2021 data and $647,707,100 in the October 2026 data, down 33%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Pier Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: charitable organizations (5); investment companies (2); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Which custodians does Pier Capital, LLC use?",
      "a": "Pier Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust, SEB and U.S. Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Pier Capital, 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/131212"
    },
    {
      "q": "What changed in Pier Capital, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $728,776,194 to $647,707,100 (-11%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 961423389.0,
      "total_employees": 9,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 962529890.0,
      "total_employees": 11,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 628401681.0,
      "total_employees": 11,
      "filing_date": "2023-05-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 719562121.0,
      "total_employees": 11,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 728776194.0,
      "total_employees": 11,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 647707100.0,
      "total_employees": 9,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $728,776,194 to $647,707,100 (-11%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Northern Trust",
      "name_as_filed": "NORTHERN TRUST",
      "affiliated": false
    },
    {
      "name": "SEB",
      "name_as_filed": "SEB",
      "affiliated": false
    },
    {
      "name": "U.S. Bank",
      "name_as_filed": "U.S. BANK",
      "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/pier-capital-llc-stamford-ct-131212.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 14617358.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 185524068.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 40524698.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 13550137.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 123117140.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 33384597.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 236989102.0
    }
  ],
  "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/131212",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}