MARINA DEL REY, CACRD 148128Latest ADV April 29, 2026
North Pier Fiduciary Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Marina Del Rey, CA. Its latest Form ADV filing, dated April 29, 2026, reports $1.3B in regulatory assets under management, 15 employees, and 116 accounts.
Assets Under Management
$1.3B
Employees
15
Offices
--
Total Clients
39
Primary office
MARINA DEL REY, CA
4333 ADMIRALTY WAY, UNIT G1, MARINA DEL REY, CA, United States
Top client segmentHNWI represent 38.5% of total clients.
Top client categories% of clientsClients
1
HNWI
38.5%
15
2
Pension Plans
38.5%
15
3
Individuals
23.1%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of April 29, 2026
Discretionary69.9%
$893M
70% of total RAUM69.9%
Non-discretionary30.1%
$384M
30% of total RAUM30.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.3B
Total Accounts116
10Y AUM Change+$220M (+20.8%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee3:1
10Y Employee Change+8 (+114.3%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.