Peirce Capital Management, LLC
Firm details
- Headquarters
- The Woodlands, Texas
- CRD number
- 142654
- Registered since
- July 1, 2015
- Website
- www.peircecap.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.19%
- Individuals1.81%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Peirce Capital Management, LLC is an independent, owner-operated registered investment adviser formed in 2015 and organized as an LLC. The firm bills clients on a percentage-of-AUM basis and identifies itself as a capital allocator that serves individual and family clients. Its advisory services include portfolio management for individuals and small businesses, pension consulting-style work, and the selection of other advisers and external managers. The firm does not market itself as an active ESG investor and is not designated as a multi-state adviser in the available filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Cash & Cash Equivalents15%
- US Government Bonds6%
- State & Local Bonds3%
- Exchange Traded Equities2%
Contacts
3 of 5
Daniel Bingham
Associate Wealth AdvisorCRD 6323927
Mark Heider
Wealth AdvisorCRD 6279489
Jason Peirce
Associate Wealth AdvisorCRD 7657195
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$269M in ETFs
30%
$80.6M
70%
$188M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $33.1M | 746,235 | 12.33% |
Location
The Woodlands, TX
Montgomery
Location
The Woodlands, TX
Headquartered in The Woodlands, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- 4840 W Panther Creek Dr
- Time zone
- CT (UTC-6)
- Office locations
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