PEIRCE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2015
Total AUM
$534M
Discretionary
$534M
100% of AUM
Avg account
$522K
Accounts
1,023
Employees
5
Advisory reps
5

Firm details

Headquarters
THE WOODLANDS, Texas
CRD number
142654
Registered since
July 1, 2015
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

FINTRX

Overview

Peirce Capital Management, LLC is a privately owned, SEC-registered investment adviser that focuses on managing portfolios for individuals and family clients. The firm charges fees as a percentage of assets under management and operates as a capital allocator, which includes selecting third-party managers when appropriate. Investment activity centers on using public funds and ETFs as the core building blocks of client accounts, supplemented by targeted allocations to private placements and real estate. Peirce Capital offers portfolio management for individuals and small businesses, provides pension-related consulting services, and can serve as a selector of other advisers when clients need access to specialized strategies. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 73%, Cash & Cash Equivalents 15%, US Government Bonds 6%, State & Local Bonds 3%, Exchange Traded Equities 2%73%
  • 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

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 34

Active vs passive

$251M in ETFs

Passive

29%

$73.4M

Active

71%

$178M

ETFProviderStyleCategoryValueShares% of portfolio
EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO)ActiveSmall Value$46.1M1,817,51718.33%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth