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PIER 88 INVESTMENT PARTNERS, LLC

SAN FRANCISCO, CA · CRD 169316 · IAPD ↗ · pier88.com · 415-814-8840

$568.0MRegulatory AUM
5Advisory reps
5Employees
1Clients
0Planning clients
7Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2024 — PIER 88 INVESTMENT PARTNERS, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.