PIECAPITAL

Overview

Piecapital is a small, independent registered investment adviser organized as a limited liability company that focuses on financial planning and discretionary portfolio management for individual and family clients, plus small businesses. The firm charges both AUM-based fees and fixed fees and operates as a discretionary manager, running client accounts on an ongoing basis. Piecapital is not positioned as a multi-state or institutional pension consultant; it concentrates on direct household wealth management rather than serving large institutional pools. From an investment process perspective, the firm leans heavily on publicly traded pooled vehicles—mutual funds and similar public funds—for core exposures, while supplementing client portfolios with annuities and selective allocations to private strategies. Piecapital does not list itself as an active ESG investor. Its client base and fee model imply a hands-on advisory relationship with relatively high assets per household, enabling tailored planning and implementation rather than one-size-fits-all model delivery.

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Location & Offices