SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Pier 88 Investment Partners, LLC
San Francisco, CA
CRD 169316
Firm filing updated March 25, 2026 ·
- $568MAssets
- 5Advisory staff
- 12Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Pooled vehicles7
- Investment companies1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | Fewer than 5 clients | $15.7 million |
| Investment companies | 1 | $210.3 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $74.1 million |
| Insurance companies | Fewer than 5 clients | $268.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$568.0 million
- Accounts12
- DiscretionaryAll accounts
People
- Employees5
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Registration details
- SEC-registered investment advisor. CRD 169316, SEC file 801-107193.
- Registered with the SEC as an investment advisor (status date on record: January 29, 2016).
Is Pier 88 Investment Partners, LLC a fiduciary?
Short answer: Pier 88 Investment Partners, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.