Peirce Park Group Inc.
SEC-registered
Investment Adviser · Small ($100M–$1B)
CRD 118655
· SEC file 801-71334
· West Chester, PA
· WWW.PEIRCEPARK.COM
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ADV data as of May 15, 2026
- Regulatory AUM
- $316M
- Discretionary
- $313M
- Clients
- 5
- Avg AUM / client
- $63.1M
- Accounts
- 5
- Employees
- 6
AUM over time
$316M
$4.5B
Dec 2011
May 2026
Annual snapshots from Form ADV filings · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $3.0M | 0.96% |
| State or municipal government entities | 4 | $313M | 99.0% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Community Foundation Of Lorain County EIN 341322781 | Elyria, OH | 12/31/2024 |
| The Members Retirement Plan EIN 362164320 | St Charles, IL | 06/30/2024 |
| Mercy Health Services Inc EIN 522173382 | Baltimore, MD | 06/30/2024 |
| Ics Support Organization Inc EIN 273167963 | Franklin, WI | 06/30/2024 |
| Keswick Foundation Inc EIN 521066144 | Baltimore, MD | 06/30/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C. Showing first 100 of 111.
| Plan | Location | Plan year |
|---|---|---|
| I.B.E.W. Local 1579 Pension Plan I.B.E.W Local 1579 Pension Plan Board Of Trustees | 2024 | |
| New England Teamsters Pension Fund New England Teamsters Pension Fund | Burlington, MA | 2024 |
| Mea Messa Mea Financial Services Staff Retirement Plan & Trust Michigan Education Association | 2024 | |
| Wisconsin Laborers' Pension Fund Trustees Of Wisconsin Laborers' Pension Fund | 2024 | |
| Michigan Laborers' Pension Plan Board Of Trustees Michigan Laborers' Pension Fund | 2024 | |
| Chicago Moving Picture Operators Union Local 110 Of The Iatse & Mpmo Severance Trust Cmpmou Local 110 Of The Iatse & Mpmo Severance Trust | 2024 | |
| Pension Plan For Local Union 527 Of Operative Plasterers And Cement Masons Operative Plasterers & Cement Masons Local 527 Pension Trust | 2024 | |
| Employers And Cement Masons Local 90 Pension Plan Employers And Cement Masons Local 90 Pension Plan | 2024 | |
| Employers And Laborers Locals 100 & 397 Pension Fund Employers And Laborers Locals 100 & 397 Pension Fund | 2024 | |
| Cement Masons And Plasterers Local 518 Defined Contribution Fund Board Of Trustees Of Cement Masons And Plasterers Local 518 Defined Co | Kansas City, MO | 2024 |
| Kansas City Cement Masons Pension Fund Board Of Trustees Of Kansas City Cement Masons Pension Fund | Kansas City, MO | 2024 |
| Sheet Metal Workers Local 218(s) Pension Plan Sheet Metal Workers Local 218(s) Pension Fund | Overland Park, KS | 2024 |
| Southern Illinois Laborers & Employers Annuity Fund Trustees Of Southern Illinois Laborers & Employers Annuity Fund | Marion, IL | 2024 |
| Employers And Laborers Local 100 & 397 Supplemental Annuity Plan Employers And Laborers Local 100 & 397 Supplemental Annuity Plan | 2024 | |
| Bricklayers Union Local No. 6 Of Indiana Pension F Board Of Trustees Bricklayers Union Local No. 6 Of Indiana Pension Fun | 2024 | |
| Do It Best Corp. Restated Retirement Plan Do It Best Corp. | 2024 | |
| Sheet Metal Workers' Local 73 Pension Fund Board Of Trustees Of The Sheet Metal Workers 73 Pension Fund | 2024 | |
| Indiana/Kentucky/Ohio Regional Council Of Carpenters Pension Fund Board Of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe | 2024 | |
| Chicago Symphony Orchestra Pension Plan Board Of Trustees Of Chicago Symphony Orchestra Pension Plan | Chicago, IL | 2024 |
| The Members Retirement Plan Trustees Of The Members Retirement Plan | 2024 | |
| Pppwu Officers, Representatives & Organizers Retirement Fund Printing, Packaging, & Production Workers Union Of North America | 2024 | |
| Southern Illinois Bricklayers Pension Fund Southern Illinois Bricklayers Pension Fund | St Louis, MO | 2024 |
| Neca Ibew Local 176 Pension Trust Fund Trustees Of The Neca Ibew Local 176 Pension Trust Fund | 2024 | |
| Midwest Operating Engineers Retirement Enhancement Trustees Of Midwest Operating Engineers Retirement Enhancement Fund | 2024 | |
| Indiana Laborers Pension Fund Board Of Trustees Indiana Laborers Pension Fund | Terre Haute, IN | 2024 |
| Construction Workers Pension Trust Fund Lake County And Vicinity Pension Plan Trustees Of Construction Workers Lake County Pension | 2024 | |
| International Brotherhood Of Electrical Workers Local No. 1392 Pension Fund International Brotherhood Of Electrical Wkrs Local No. 1392 | 2024 | |
| Plumbers' Pension Fund, Local 130, U.A. Trustees Of The Plumbers Pension Fund, Local 130, U.A. | 2024 | |
| Chicago & Vicinity Laborers' District Council Fund Office Staff Pension Plan Bd Of Trts Chgo & Vicin Laborers' Dist Coun Fd Office Staff Pens Fund | 2024 | |
| Chicago & Vicinity Laborers' District Council Pension Plan Bd Of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund | 2024 | |
| Plumbers Local #210 Retirement Fund Trustees Of Plumbers Local #210 Retirement Fund | 2024 | |
| Building Trades United Pension Trust Fund Milwaukee And Vicinity Building Trades United Pension Trust Fund | 2024 | |
| Sheet Metal Workers International Association Local 73 Annuity Plan Trustees Of Sheet Metal Workers Int'l Association Local No. 73 | 2024 | |
| Glaziers Union Local No. 27 Pension & Retirement P Glaziers Union Local No. 27 Pension & Retirement Plan Trustees | Lyons, IL | 2024 |
| Carpenters Pension Trust Fund Of St. Louis Trustees Of Carpenters Benefit Plans Of St. Louis | St. Louis, MO | 2024 |
| Indiana Laborers Defined Contribution Trust Fund Board Of Trustees Indiana Laborers Dc Plan | 2024 | |
| International Union Of Bricklayers And Allied Craftsmen Local #8 Pension Plan International Union Of Bricklayers And Allied Craftsmen Local #8 Pensi | 2024 | |
| Construction Laborers Pension Trust Of Greater St. Construction Laborers Pension Trust Of Greater St. Louis Trustees | 2024 | |
| Tuckpointers Local 52 Defined Contribution Annuity Trust Fund Tuckpointers Local 52 Defined Contribution Annuity Trust Fund | 2024 | |
| Tuckpointer Local 52 Pension Plan Tuckpointer Local 52 Pension Plan | 2024 | |
| Laborers Pension Trust Fund Detroit And Vicinity Board Of Trustees,Laborers Pension Trust Fund Detroit And Vicinity | 2024 | |
| Laborers Local 231 Annuity Fund Board Of Trustees Laborers Local 231 Annuity Fund | Pekin, IL | 2024 |
| Operating Engineers Local 649 Annuity Trust Fund Board Of Trustees Operating Engineers Local 649 Annuity Trust Fund | Peoria, IL | 2024 |
| Chicago Painters And Decorators Pension Fund Board Of Trustees Of Chicago Painters And Decorators Pension Fd | Darien, IL | 2024 |
| Plumbers & Steamfitters Local # 137 Pension Fund Plumbers & Steamfitters Local 137 Pension Fund Board Of Trustees | 2024 | |
| Plumbers Local Union No. 16 Defined Contribution Plan Board Of Trustees Plumbers Local Union No. 16 Defined Contribution Pla | 2024 | |
| Midwest Operating Engineers Pension Trust Fund Trustees Of The Midwest Operating Engineers Pension Trust Fund | 2024 | |
| International Brotherhood Of Teamsters Union Local 710 Pension Fund Trustees Of I.B. Of T. Union Local 710 Pension Fund | 2024 | |
| Neca Ibew Pension Benefit Trust Fund Board Of Trustees Of The Neca Ibew Pension Benefit Trust Fund | 2024 | |
| Cement Masons' Local 502 And Plasterers' Area 5 An Trustees Of Cement Masons' Local 502 And Plasterers' Area 5 Annuity Fu | 2024 | |
| Illinois College Of Optometry Master Retirement And Annuity Plan Illinois College Of Optometry | 2024 | |
| International Painters And Allied Trades Industry Annuity Plan Intl Painters & Allied Trades Ind. Pension Fund | 2024 | |
| International Painters And Allied Trades Industry Pension Plan Intl Painters & Allied Trades Ind. Pension Fund Board Of Trustees | 2024 | |
| Bac 1 Supplemental Retirement Fund Board Of Trustees Of Bac Local 1 Supplemental Retirement Fund | 2024 | |
| Outstate Michigan Trowel Trades Pension Fund Trustees Of Outstate Michigan Trowel Trades Pension Fund | 2024 | |
| Modine Manufacturing Company 401(k) Retirement Plan Modine Manufacturing Company | 2024 | |
| Modine Manufacturing Company Frozen Pension Plan Modine Manufacturing Company | 2024 | |
| Laborers Local 231 Pension Plan Board Of Trustees Laborers Local 231 Pension Fund | Pekin, IL | 2024 |
| Local 705 Int'l Brotherhood Of Teamsters Pension Tr. Fd. Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund | Chicago, IL | 2024 |
| Plumbers' & Pipefitters' Local Union 562 Pension Fund Trustees, Plumbers' & Pipefitters' Local Pension Fund | 2024 | |
| Ibew Neca Retirement Plan Bd Of Trustees Ibew Neca Retirement Plan Local Union 257 | 2024 | |
| Heat And Frost Insulators Defined Contribution Intl Assoc Heat And Frost Insulator | 2024 | |
| Utility Workers Union Of America Deferred Compens Plan Board Of Trustees Of The Uw Of A Deferred Compensation Plan | 2024 | |
| Group Retirement Income Plan No. 8 Growmark Inc. | 2024 | |
| Group Retirement Income Plan No.16 Growmark Inc. | 2024 | |
| Chicago Tile Institute Pension Fund Board Of Trustees Chicago Tile Institute Pension Fund | 2024 | |
| Teamsters Local 11 Pension Fund Board Of Trustees Teamsters Local 11 Pension Fund | 2024 | |
| United Union Of Roofers, Waterproofers & Allied Workers Local #112 Money Purchase Pension Plan Board Of Trustees Of Roofers Local #112 Money Purchase Pension Plan | Lansing, MI | 2024 |
| Central Ohio Ufcw Unions And Retail Employers Pension Plan Board Of Trustees Of The Central Ohio Ufcw Unions And Employers Pensio | 2024 | |
| Electricians' Salary Deferral Plan Of Local 1, Ibew St. Louis Chapter Neca Bd Of Trustees Of Electricians' Salary Deferral Plan Of Local 1 Ibew | 2024 | |
| Local No. 1 Ibew Pension Benefit Trust Fund Trustees Of Local No. 1 Pension Benefit Trust Fund | 2024 | |
| American Water Heater Company Pension Plan For The Johnson City, Tennessee Manufacturing Bargaining Unit A.O. Smith Corporation | Milwaukee, WI | 2024 |
| Seiu Supplemental Retirement Savings 401(k) Plan Service Employees International Union | 2024 | |
| Seiu Affiliates' Officers And Employees Supplemental Retirement Savings 401(k) Plan Service Employees International Union | Washington, DC | 2024 |
| Heat And Frost Insulators Pension Plan Heat And Frost Insulators | 2024 | |
| Generac Power Systems, Inc. Employees 401(k) Savings Plan Generac Power Systems, Inc. | 2024 | |
| Sheet Metal Workers Local 98 Pension Fund Board Of Trustees Sheet Metal Workers Local 98 Pension Fund | Ona, WV | 2024 |
| Plumbers' Retirement Savings Fund, Local 130, U.A. Board Of Trustees For The Plumber's Retirement Savings Fund, Local 130 | 2024 | |
| Chicagoland Race Meet Operators And Local 134 I.B.E.W. Joint Pension Trust Trustees Of Chicagoland Race Meet Operators And Local 134 Ibew Jt Pen | 2024 | |
| Employers & Operating Engineers Local 520 Pension Fund Employers & Operating Engineers Local 520 Pension Fund Board Of Truste | 2024 | |
| Teamsters' Local 301 Pension Plan Trustees Of Teamsters Local 301 | 2024 | |
| Chicago And Midwest Regional Pension Fund Trustees Of The Chicago And Midwest Regional Pension Fund | 2024 | |
| Construction Industry Laborers Supplemental Medica And Retiree Targeted Fund Trustees Of Construction Industry Laborers Smart Fund | 2024 | |
| Midwest Teamsters Member 401(k) Plan Board Of Trustees, Midwest Teamsters Member 401(k) | 2024 | |
| International Association Of Sheet Metal, Air,Rail And Transportation Workers (Smart) Local Union No. Board Of Trustees Of Smart Local Union No. 36 401(k) Plan | 2024 | |
| Teamsters Retirement Pension Plan Board Of Trustees, Teamsters Retirement Pension Plan | 2024 | |
| Aptargroup, Inc. Employees' Retirement Plan Aptargroup, Inc. | 2024 | |
| International Association Of Sheet Metal, Air, Rail And Transportation Workers (Smart) Local Union No. 36 Pension Fund Board Of Trustees Of Smart Local Union No. 36 Pension Fund | 2024 | |
| Ufcw Heartland Pension Fund Board Of Trustees Of Ufcw Heartland Pension Fund | 2024 | |
| Cooper Standard Automotive Inc. Enhanced Investment Savings Plan Cooper Standard Automotive Inc. | Northville, MI | 2024 |
| Mechanical Contractors Ua Local 119 Pension Plan Mechanical Contractors Ua Local 119 Pension Plan | 2024 | |
| Pension Fund Of Cement Masons Union Local No. 502 Board Of Trustees Cement Masons' Pension Fund | 2024 | |
| Methodist Health System 401(k) Plan Nebraska Methodist Health System, Inc. | 2024 | |
| Jennie Edmundson Memorial Hospital Employee Retirement Plan Jennie Edmundson Memorial Hospital | 2024 | |
| Iron Workers Of Western Pennsylvania Profit Sharing Plan Board Of Trustees Iron Workers Of Western Pa Profit Sharing Plan | 2024 | |
| Iron Workers Pension Plan Of Western Pennsylvania Board Of Trustees Iron Workers Pension Plan Of Western Pa | 2024 | |
| Sw Oh Regional Council Of Carpenters Pension Plan Sw Oh Regional Council Of Carpenters | 2024 | |
| Kansas Construction Trades Open End Pension Trust Fund Kansas Construction Trades Open End Pension Trust Fund | 2024 | |
| Gundersen Lutheran Employees' Retirement Plan Gundersen Lutheran Administrative Services, Inc. | 2024 | |
| Union Individual Account Retirement Fund The Board Of Trustees Of The Union Individual Account Retirement Fund | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wrubel, Brian, Mitchell | Chief Executive Officer | Jan 2017 (10y) | Less than 5% | |
| Payne, Linsey, Schoemehl | Chief Compliance Officer / Managing Partner | Aug 2021 (5y) | Less than 5% | |
| Lee Hamilton Martin | Registered representative | Apr 2003 (23y) | ||
| Sarah E Wilson | Registered representative | Feb 2011 (15y) | ||
| Patrick William Wing | Registered representative | CFA | May 2016 (10y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Marquette Associates, Inc. | Owner | Jan 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (100)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| I.B.E.W. Local 1579 Pension Plan | I.B.E.W Local 1579 Pension Plan Board Of Trustees | 694 | $237M | 10/01/2024 |
| New England Teamsters Pension Fund | New England Teamsters Pension Fund | 21,670 | $9.1B | 10/01/2024 |
| Mea Messa Mea Financial Services Staff Retirement Plan & Trust | Michigan Education Association | 545 | $700M | 09/01/2024 |
| Wisconsin Laborers' Pension Fund | Trustees Of Wisconsin Laborers' Pension Fund | 4,045 | $1.1B | 09/01/2024 |
| Michigan Laborers' Pension Plan | Board Of Trustees Michigan Laborers' Pension Fund | 12,152 | $1.3B | 09/01/2024 |
| Chicago Moving Picture Operators Union Local 110 Of The Iatse & Mpmo Severance Trust | Cmpmou Local 110 Of The Iatse & Mpmo Severance Trust | 178 | $30.7M | 09/01/2024 |
| Pension Plan For Local Union 527 Of Operative Plasterers And Cement Masons | Operative Plasterers & Cement Masons Local 527 Pension Trust | 502 | $163M | 08/01/2024 |
| Employers And Cement Masons Local 90 Pension Plan | Employers And Cement Masons Local 90 Pension Plan | 424 | $77.5M | 08/01/2024 |
| Employers And Laborers Locals 100 & 397 Pension Fund | Employers And Laborers Locals 100 & 397 Pension Fund | 428 | $136M | 08/01/2024 |
| Cement Masons And Plasterers Local 518 Defined Contribution Fund | Board Of Trustees Of Cement Masons And Plasterers Local 518 Defined Co | 749 | $70.2M | 08/01/2024 |
| Kansas City Cement Masons Pension Fund | Board Of Trustees Of Kansas City Cement Masons Pension Fund | 611 | $114M | 08/01/2024 |
| Sheet Metal Workers Local 218(s) Pension Plan | Sheet Metal Workers Local 218(s) Pension Fund | 147 | $61.2M | 08/01/2024 |
| Southern Illinois Laborers & Employers Annuity Fund | Trustees Of Southern Illinois Laborers & Employers Annuity Fund | 2,640 | $166M | 08/01/2024 |
| Employers And Laborers Local 100 & 397 Supplemental Annuity Plan | Employers And Laborers Local 100 & 397 Supplemental Annuity Plan | 1,017 | $33.5M | 08/01/2024 |
| Bricklayers Union Local No. 6 Of Indiana Pension F | Board Of Trustees Bricklayers Union Local No. 6 Of Indiana Pension Fun | 236 | $100.0M | 07/01/2024 |
| Do It Best Corp. Restated Retirement Plan | Do It Best Corp. | 496 | $78.4M | 07/01/2024 |
| Sheet Metal Workers' Local 73 Pension Fund | Board Of Trustees Of The Sheet Metal Workers 73 Pension Fund | 1,863 | $786M | 07/01/2024 |
| Indiana/Kentucky/Ohio Regional Council Of Carpenters Pension Fund | Board Of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe | 6,194 | $1.8B | 07/01/2024 |
| Chicago Symphony Orchestra Pension Plan | Board Of Trustees Of Chicago Symphony Orchestra Pension Plan | 78 | $63.4M | 07/01/2024 |
| The Members Retirement Plan | Trustees Of The Members Retirement Plan | 3,268 | $699M | 07/01/2024 |
| Pppwu Officers, Representatives & Organizers Retirement Fund | Printing, Packaging, & Production Workers Union Of North America | 8 | $15.9M | 07/01/2024 |
| Southern Illinois Bricklayers Pension Fund | Southern Illinois Bricklayers Pension Fund | 172 | $26.5M | 07/01/2024 |
| Neca Ibew Local 176 Pension Trust Fund | Trustees Of The Neca Ibew Local 176 Pension Trust Fund | 2,166 | $725M | 06/01/2024 |
| Midwest Operating Engineers Retirement Enhancement | Trustees Of Midwest Operating Engineers Retirement Enhancement Fund | 16,681 | $758M | 06/01/2024 |
| Indiana Laborers Pension Fund | Board Of Trustees Indiana Laborers Pension Fund | 11,260 | $1.8B | 06/01/2024 |
Top 25 of 100 plans by assets.
From Form 5500 service-provider disclosures.
Foundations & charities (5)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Community Foundation Of Lorain County | Public charity | $168M | 12/31/2024 |
| The Members Retirement Plan | Public charity | $674M | 06/30/2024 |
| Mercy Health Services Inc | Public charity | $52.0M | 06/30/2024 |
| Ics Support Organization Inc | Public charity | $705M | 06/30/2024 |
| Keswick Foundation Inc | Public charity | $248M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • RETAINER BASED FEE
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Pnc Financial Services Group, Inc. $421M (28% of AUM) Aug 2021
- BNY Mellon $324M (17% of AUM) Mar 2022
- Wilmington Trust Investment Management, Inc $273M (86% of AUM) May 2026
- Manufacturers And Traders Trust Company $204M (24% of AUM) Mar 2023
- U.S. Bank $146M (11% of AUM) Jun 2020
- Pnc Bank $79.7M (19% of AUM) Mar 2024
- Cnb Bank $41.8M (10% of AUM) Mar 2024
- U.S. Bancorp Asset Management $40.1M (13% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗