SAN FRANCISCO, CACRD 169316Latest ADV March 25, 2026
Pier 88 Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 25, 2026, reports $568M in regulatory assets under management, 5 employees, and 12 accounts.
Assets Under Management
$568M
Employees
5
Offices
--
Total Clients
12
Primary office
SAN FRANCISCO, CA
71 STEVENSON ST., SUITE 825, SAN FRANCISCO, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 58.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
58.3%
7
2
HNWI
16.7%
2
3
Insurance Cos.
16.7%
2
4
Investment Cos.
8.3%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$568Mas of March 25, 2026
Discretionary100.0%
$568M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$568M
Total Accounts12
10Y AUM Change+$370M (+187.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee2:1
10Y Employee Change0 (0.0%)
* 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.