PIER CAPITAL, LLC

CRD 131212File 801-63390

APPROVED

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$647.7M

Above cohort median (national)

Discretionary AUM

$647.7M

Clients

19 accounts

Employees

Below cohort median in CT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Aug 11, 2004
Principal office: 600 SUMMER STREET, SUITE 203, STAMFORD, CT, 06901
Phone: 203-425-1450
Website: HTTPS://WWW.PIERCAP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $647.7M
Discretionary AUM: $647.7M
Non-discretionary AUM: $0
Discretionary accounts: 19
Non-discretionary accounts: 0
Total accounts: 19
AUM per client: $81.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Investment companies	2	$185.5M
Charitable organizations	5	$123.1M
High net worth individuals	Fewer than 5	$14.6M
Pooled investment vehicles	1	$40.5M
Pension and profit sharing plans	Fewer than 5	$13.6M
State or municipal government entities	Fewer than 5	$33.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.