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NORTH PIER FIDUCIARY MANAGEMENT, LLC
CRD 148128File 801-69545
APPROVED
Retail clients
Custody
Filing as of Apr 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.28B
Above cohort median (national)
Discretionary AUM
$892.7M
Non-discretionary $383.8M
Clients
39
116 accounts
Employees
15
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 8, 2008
- Principal office
- 4333 ADMIRALTY WAY, UNIT G1, MARINA DEL REY, CA, 90292
- Phone
- 800-403-7065
- Website
- HTTP://NPIER.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.28B
- Discretionary AUM
- $892.7M
- Non-discretionary AUM
- $383.8M
- Discretionary accounts
- 113
- Non-discretionary accounts
- 3
- Total accounts
- 116
- AUM per client
- $32.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $66.9M |
| Pension and profit sharing plans | 15 | $1.20B |
| Individuals (other than high net worth individuals) | 9 | $13.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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 |
|---|---|---|---|
| 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.