Cookson Peirce & Co Inc

Item 7 – Types of Clients
CooksonPeirce provides investment advice to individuals, high-net worth individuals, trusts,
endowments, pensions and foundations which we refer to as “private clients” since they have a
direct relationship with our firm. We also provide money management services to clients of
professional advisors which we refer to as “institutional clients”. For CooksonPeirce to have a
direct relationship with a private client, they would typically need to initiate the relationship with
a minimum of $1,000,000 in total assets under management. The minimum account size for
institutional clients is $100,000. Exceptions may be made based on the source of the prospective
client.