Pier Capital offers discretionary portfolio management services to institutions and high-net-worth individuals. They manage client funds in separately managed accounts or in their private fund, focusing on domestic equity products like Small Cap Growth. Their investment philosophy centers on identifying companies with strong value propositions and earnings growth potential. They also apply an Environmental, Social, and Governance (ESG) factor overlay to their investment strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 1.00% |
| $20.0M - $40.0M | 0.80% |
| $40.0M - $80.0M | 0.75% |
| $80M+ | 0.65% |
Fee schedule is designed primarily for clients invested in the Small Cap Growth and Small Cap Growth Concentrated strategies, including the firm’s private fund. The fee schedule for other strategies offered may vary. Certain legacy clients have different fee arrangements. Management fees may be negotiable.