PIERRE & COMPANY LLC

PIERRE & COMPANY LLC is an SEC-registered investment adviser (CRD 299839). Regulatory assets under management: $13.6M.

Registration

• CRD: 299839
• Type: Registered investment adviser
• Phone: 617-330-1700
• Latest filing: 2026-03-25
• Regulatory AUM: $13.6M
• Discretionary AUM: $10.2M
• Non-discretionary AUM: $3.3M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299839 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search