|
⚲
|
| Peirce Park Group Inc
✚
| |
|---|---|
| CRD # | 118655 |
| SEC # | 801-71334 |
| CIK # | |
| AUM | $410.6 MM (2024-03-27) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 610-719-0300 |
| Address | 600 Willowbrook Lane West Chester, PA 19382 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 6 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 3 | 0.0 |
| Total | 12 | 0.4 |
| By Discretionary | ||
| Discretionary | 9 | 0.4 |
| Non-Discretionary | 3 | 0.0 |
| Total | 12 | 0.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.4 | |
| Total | 12 | 0.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
New Capital Management LP
✚
|
TX | 0.4 |
|
Trunorth Capital Management LLC
✚
|
MI | 0.4 |
|
OLIO Financial Planning LLC
✚
|
VA | 0.4 |
|
Greenbush Financial Group LLC
✚
|
NY | 0.4 |
|
Perceptive Edge Investment Management Inc
✚
|
MN | 0.4 |
|
Hilltop Partners LLC
✚
|
IN | 0.4 |
|
Harvest Financial Advisors LLC
✚
|
OH | 0.4 |
|
White Pine Investment Company
✚
|
MI | 0.4 |
|
Penobscot Wealth Management
✚
|
ME | 0.4 |
|
Parkview Ltd
✚
|
0.4 |