Pierre & Company LLC

Overview

Pierre & Company LLC is a small, fee-based advisory firm that focuses on direct portfolio management for individuals, families and small businesses as well as select business or institutional clients. The firm runs a concentrated, equity-first approach: exchange-traded equities form the largest portion of managed assets and equity selection appears central to how portfolios are constructed. Pierre & Company LLC describes itself as an active ESG investor, which suggests ESG criteria are integrated into security selection and manager/vehicle choices rather than remaining purely passive or tactical. The firm's compensation model combines a percentage-of-AUM fee with fixed fees, consistent with personalized wealth management relationships. With seven clients and a high average client size, Pierre & Company LLC appears oriented toward a small number of higher-net-worth households where customized, discretionary management and periodic non-discretionary advisory work coexist.

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Public Holdings

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Location & Offices