← Directory
PIER 88 INVESTMENT PARTNERS, LLC
CRD 169316File 801-107193
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$568.0M
Above cohort median (national)
Discretionary AUM
$568.0M
Clients
12
12 accounts
Employees
5
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 29, 2016
- Principal office
- 71 STEVENSON ST., SUITE 825, SAN FRANCISCO, CA, 94105
- Phone
- 415-814-8840
- Website
- HTTP://WWW.PIER88.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $568.0M
- Discretionary AUM
- $568.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 12
- Non-discretionary accounts
- 0
- Total accounts
- 12
- AUM per client
- $47.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $268.0M |
| Investment companies | 1 | $210.3M |
| High net worth individuals | Fewer than 5 | $15.7M |
| Pooled investment vehicles | 7 | $74.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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 | 13 | 12 | decreased by1 |
| Apr 1, 2026 | AUM | $665,039,375 | $568,043,382 | decreased by$96,995,993 |
| Apr 1, 2026 | Accounts | 13 | 12 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 5 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $606,213,956 | $665,039,375 | increased by$58,825,419 |
| Apr 1, 2022 | Employees | 4 | 3 | decreased by1 |
| Apr 1, 2022 | Clients | 10 | 13 | increased by3 |
| Apr 1, 2022 | AUM | $513,745,791 | $606,213,956 | increased by$92,468,165 |
| Apr 1, 2022 | Accounts | 10 | 13 | increased by3 |
| 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 “PIER 88” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PIER 88” 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.