Asset manager · SAN Francisco, CA
Pier 88 Investment Partners, LLC
SEC-registered investment adviser · CRD 169316 · SEC 801-107193
At a glance
Pier 88 Investment Partners, LLC is an SEC-registered investment adviser based in SAN Francisco, California, with $568 million in regulatory assets under management as of its Form ADV filed March 25, 2026. Its largest client group by assets is insurance companies, and it reports 2 individual clients. By Form ADV it is a asset manager, ranked 1,622nd of 3,218 asset managers and 7,309th of 17,210 SEC-registered advisers by assets.
Main office 415-814-8840pier88.comAs filed on Form ADV
- Regulatory AUM
- $568M
- Rank among asset managers
- #1,622 of 3,218
- Rank among all SEC RIAs
- #7,309 of 17,210
- Rank in California
- #847 of 1,873
- Individual clients
- 2
- High-net-worth clients
- 2
- Accounts
- 12
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Francis T. TimonsChief Executive Officer and Chief Investment Officer
- David B. WalrodMember
- Sean J. AurigemmaChief Compliance Officer
- Mitchell P. McCulloughPresident
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Insurance companies | 2 | $268M | 47% |
| Investment companies | 1 | $210M | 37% |
| Pooled investment vehicles | 7 | $74M | 13% |
| High-net-worth individuals | 2 | $16M | 3% |
Private funds
Pier 88 Investment Partners, LLC reports 7 private funds with $74M in gross assets: hedge funds, venture capital funds (Form ADV Item 7.B).
Disciplinary disclosures
Pier 88 Investment Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗pier88.com ↗
AtlasMembers
The full record on Pier 88 Investment Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
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- Growth over one, three and five years
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- Rank against 1,008 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Pier 88 Investment Partners, LLC manage?
Pier 88 Investment Partners, LLC reports $568 million in regulatory assets under management across 12 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 25, 2026.
What kind of firm is Pier 88 Investment Partners, LLC?
Pier 88 Investment Partners, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Pier 88 Investment Partners, LLC’s clients?
By assets, its largest client types are insurance companies ($268 million, 2 clients); investment companies ($210 million, 1 clients); pooled investment vehicles ($74 million, 7 clients).
Does Pier 88 Investment Partners, LLC manage private funds?
Yes. It reports 7 private funds with $74 million in gross assets, including hedge funds, venture capital funds.
Does Pier 88 Investment Partners, LLC have any disciplinary history?
Pier 88 Investment Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Pier 88 Investment Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →