# Pier Capital, LLC

> 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.

- CRD: 131212
- Filed as: PIER CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stamford, CT
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131212
- AdvisorCensus page: https://advisorcensus.com/firm/pier-capital-llc-stamford-ct-131212

## Quick answers

**How is Pier Capital, LLC compensated?**
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.

**Where is Pier Capital, LLC located?**
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).

**Is Pier Capital, LLC registered with the SEC or a state?**
Pier Capital, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 131212.

**How much does Pier Capital, LLC manage?**
Pier Capital, LLC reports $647,707,100 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

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

**What types of clients does Pier Capital, LLC serve?**
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).

**Which custodians does Pier Capital, LLC use?**
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.

**Does Pier Capital, 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/131212

**What changed in Pier Capital, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Northern Trust
- SEB
- U.S. Bank

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: $647,707,100
- Discretionary: $647,707,100
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $14,617,358 |
| Investment companies | 2 | $185,524,068 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $40,524,698 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $13,550,137 |
| Charitable organizations | 5 | $123,117,140 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $33,384,597 |
| Other | Fewer than 5 | $236,989,102 |

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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Jersey City, NJ

### Websites listed on Form ADV (Item 1.I)
- piercap.com
- LinkedIn @pier-capital-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $961,423,389 | 9 | March 31, 2021 |
| October 2022 | $962,529,890 | 11 | March 30, 2022 |
| October 2023 | $628,401,681 | 11 | May 3, 2023 |
| October 2024 | $719,562,121 | 11 | March 29, 2024 |
| October 2025 | $728,776,194 | 11 | March 31, 2025 |
| October 2026 | $647,707,100 | 9 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $728,776,194 to $647,707,100 (-11%).
- 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 Capital, LLC (CRD 131212): Form ADV filing data as of October 2026.