Investment adviser · CRD 131212

PIER CAPITAL, LLC

Investment adviser filing (IA)

STAMFORD, CT, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $648M
Client accounts: 19
Employees: 9
Advisory professionals: 6

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Other clients	Fewer than 5	$236,989,102	36.6%
Investment companies	2	$185,524,068	28.6%
Charities	5	$123,117,140	19.0%
Pooled investment vehicles	1	$40,524,698	6.3%
Government entities	Fewer than 5	$33,384,597	5.2%
High-net-worth individuals	Fewer than 5	$14,617,358	2.3%
Retirement plans	Fewer than 5	$13,550,137	2.1%

Filing source

Form ADV 2087909 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PIER CAPITAL COMMINGLED SMALL CAP GROWTH FUND INVESTMENT TRUSTOther Private Fund · Last reported Mar 30, 2026$40.5MGross asset value

Fund administrator UMB FUND SERVICES CHADDS FORD, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHNREZNICK LLP NEW YORK, New York, United States

Custodian UMB BANK KANSAS CITY, Missouri, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

COHNREZNICK LLP
PCAOB 596

UMB BANK
LEI VNOO6EITDJ2YUEBMSZ83

Fund details & source

Fund ID: 805-2001413492
Reported beneficial owners: 10
Minimum commitment: $500K
Form D file number: 021-9999999999

Form ADV 2087909 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

600 SUMMER STREET, SUITE 203
STAMFORD, CT, 06901, United States

CRD 131212

Filing source

Form ADV 2087909 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.