Pier 88 Investment Partners, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 169316
- Registered since
- January 29, 2016
- Website
- www.pier88.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Insurance Companies47.17%
- Investment Companies37.02%
- Pooled Investment Vehicles13.04%
- HNWI2.76%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pier 88 Investment Partners, LLC is an SEC-registered adviser (registered in 2016) organized as a limited liability company that combines hedge fund and venture capital activities alongside broader multi-strategy fund management. The firm serves both individual/family clients and institutional investors and charges a mix of percentage-of-AUM, fixed, and performance-based fees. It operates in roles consistent with commodity pool or trading adviser activity (CPO/CTA) and provides portfolio management for pooled vehicles, investment companies and for businesses or institutions. Pier 88 does not identify as an active ESG investor.
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
- Investment Grade Corp Bonds54%
- Exchange Traded Equities42%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Mitchell Mccullough
President, Chief Marketing OfficerCRD 2263603
Contacts
3 of 3
Francis Timons
FounderCRD 4846539
Sean Aurigemma
Partner, Portfolio ManagerCRD 2567433
David Walrod
MemberCRD 6047357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$2.1M in ETFs
72%
$1.5M
28%
$598K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| HILTON SMALL-MIDCAP OPPORTUNITY ETF (SMCO) | Active | Mid Cap Blend | $598K | 19,300 | 28.42% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 71 Stevenson St
- Time zone
- PT (UTC-8)
- Office locations
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