RIA Intel›Advisers›California›NORTH PIER FIDUCIARY MANAGEMENT, LLC

NORTH PIER FIDUCIARY MANAGEMENT, LLC

Advisory

N·MARINA DEL REY, CA

Data as of Apr 7, 2026 · Source: SEC Form ADV

Total AUM
$1.3B
1-Year AUM Growth
+7.3%
3-Year CAGR
-15.8%
Employees
5
Assets Under Management
Total AUM$1.3B
Discretionary AUM$893M
Non-Discretionary AUM$384M
Discretionary %69.9%
Total Clients38
Team
Total Employees5
Investment Advisers15
Employee Growth (1Y)—
Filing History
Total Filings on Record31
First FilingAug 19, 2008
Latest FilingApr 7, 2026
🔒 Full AUM trend chart and 31 historical filings spanning 18+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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