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MARQUETTE ASSOCIATES, INC.
Legal name: PEIRCE PARK GROUP INC.
CRD 118655File 801-71334
APPROVED
Retail clients
Custody
Filing as of May 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$315.7M
Below cohort median (national)
Discretionary AUM
$312.7M
Non-discretionary $3.0M
Clients
5
5 accounts
Employees
6
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 16, 2010
- Principal office
- 600 WILLOWBROOK LANE, SUITE 610, WEST CHESTER, PA, 19382
- Phone
- 610-719-0300
- Website
- HTTP://WWW.PEIRCEPARK.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $315.7M
- Discretionary AUM
- $312.7M
- Non-discretionary AUM
- $3.0M
- Discretionary accounts
- 4
- Non-discretionary accounts
- 1
- Total accounts
- 5
- AUM per client
- $63.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $3.0M |
| State or municipal government entities | Fewer than 5 | $312.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — RETAINER BASED FEE
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 12 | 5 | decreased by7 |
| Apr 1, 2026 | AUM | $468,041,527 | $315,729,132 | decreased by$152,312,395 |
| Apr 1, 2026 | Accounts | 12 | 5 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 42 | 12 | decreased by30 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,902,074,074 | $468,041,527 | decreased by$1,434,032,547 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 42 | 12 | decreased by30 |
| Apr 1, 2022 | Employees | 8 | 6 | decreased by2 |
| Apr 1, 2022 | Clients | 41 | 42 | increased by1 |
| Apr 1, 2022 | AUM | $1,515,818,798 | $1,902,074,074 | increased by$386,255,276 |
| Apr 1, 2022 | Accounts | 41 | 42 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MARQUETTE ASSOCIATES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARQUETTE ASSOCIATES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.