|
⚲
|
| Peirce Capital Management LLC
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|
|
|---|---|
| CRD # | 142654 |
| SEC # | 801-100442 |
| CIK # | 0002008166 |
| AUM | $534.1 M (2026-03-23) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 281-858-3524 |
| Address | 4840 W Panther Creek, Suite 210 The Woodlands, TX 77381-6647 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.1 | ||
| Nvidia Corp | 0.8 | ||
| Tesla Motors Inc | 0.7 | ||
| Commercial Metals Co | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 9.7 |
| (b) Individuals (high net worth individuals) | 129 | 524.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,023 | 534.1 |
| By Discretionary | ||
| Discretionary | 1,023 | 534.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,023 | 534.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 534.1 | |
| Total | 1,023 | 534.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002008166] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Triagen Wealth Management LLC
✚
|
CA | 0.5 |
|
Peak Financial Management Inc
✚
|
MA | 0.5 |
|
Mezzasalma Advisors LLC
✚
|
NJ | 0.5 |
|
USA Financial Formulas LLC
✚
|
MI | 0.5 |
|
Morse Asset Management Inc
✚
|
CT | 0.5 |
|
Affiliated Private Investors LLC
✚
|
FL | 0.5 |
|
Collective Family Office LLC
✚
|
PA | 0.5 |
|
Argonautica Private Wealth Management Inc
✚
|
MA | 0.5 |
|
Brophy Wealth Management LLC
✚
|
NH | 0.5 |
|
Founders Grove Wealth Partners LLC
✚
|
VA | 0.5 |