PIERPONT INVESTMENT GROUP, LLC

Overview

Pierpont Investment Group, LLC is an independent registered investment adviser that manages a compact, equity-focused book for a mix of individual, family and institutional clients. The firm charges fees based on assets under management and concentrates its portfolio construction around exchange-traded equities and equity strategies. It does not position itself as an ESG-focused manager. Its advisory services emphasize financial planning and discretionary portfolio management for individuals and small businesses. Given the firm’s modest scale, portfolio decisions appear concentrated and implementation favors liquid, tradable instruments—primarily ETFs and individual equities—while reserving an allocation to external alternative managers for diversification and opportunistic exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices