AUMdb

Pier Capital, Llc

SEC-registered Investment Adviser · Small ($100M–$1B) CRD 131212 · SEC file 801-63390 · Stamford, CT · WWW.PIERCAP.COM
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
$648M
Discretionary
$648M
Clients
8
Avg AUM / client
$81.0M
Accounts
19
Employees
9

AUM over time

$520M $963M
Dec 2011 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 30, 2026

Investments (13F portfolio — 122 positions, $606,172,735)

13F period Mar 31, 2026
#IssuerClassValueShares% of 13F% of AUM
1 Mirion Technologies Inc COM $13,083,846 703,811 2.16% 2.02%
2 Hexcel Corp COM $12,898,381 159,377 2.13% 1.99%
3 Fulton Financial Corp COM $10,854,319 533,644 1.79% 1.68%
4 Digital Ocean Holdings Inc COM $10,505,133 122,466 1.73% 1.62%
5 Applied Industrial Technologies Inc COM $10,481,997 39,507 1.73% 1.62%
6 Saia Inc COM $10,104,218 28,764 1.67% 1.56%
7 Alignment Healthcare Inc COM $9,462,821 537,050 1.56% 1.46%
8 Semtech Corp COM $9,454,548 122,962 1.56% 1.46%
9 One Spa World Holdings Ltd COM $9,296,999 405,098 1.53% 1.44%
10 Imax Corp COM $9,118,523 239,898 1.5% 1.41%
11 Flowserve Corp COM $9,058,784 123,232 1.49% 1.4%
12 Angio Dynamics Inc COM $9,058,434 796,696 1.49% 1.4%
13 Ceco Environmental Corp COM $8,951,597 150,245 1.48% 1.38%
14 Advanced Drainage Systems Inc COM $8,757,122 63,860 1.44% 1.35%
15 Azz Inc COM $8,723,563 69,716 1.44% 1.35%
16 Glacier Bancorp Inc COM $8,606,390 192,666 1.42% 1.33%
17 Lattice Semiconductor Corp COM $8,318,995 89,683 1.37% 1.28%
18 Esco Technologies Inc COM $8,291,693 29,469 1.37% 1.28%
19 Houlihan Lokey Inc COM $8,063,545 56,145 1.33% 1.24%
20 Onto Innovation Inc COM $8,009,829 39,059 1.32% 1.24%
21 Cognex Corp COM $7,983,704 162,966 1.32% 1.23%
22 National Vision Holdings Inc COM $7,967,928 307,642 1.31% 1.23%
23 Moelis & Co COM $7,912,854 138,822 1.31% 1.22%
24 Birkenstock Holding Plc COM $7,891,235 220,241 1.3% 1.22%
25 Arc Best Corp COM $7,841,161 79,719 1.29% 1.21%

Top 25 of 122 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals Fewer than 5 clients $14.6M 2.26%
Investment companies 2 $186M 28.6%
Pooled investment vehicles (non-investment companies) 1 $40.5M 6.26%
Pension and profit sharing plans Fewer than 5 clients $13.6M 2.09%
Charitable organizations 5 $123M 19.0%
State or municipal government entities Fewer than 5 clients $33.4M 5.15%
Other Fewer than 5 clients $237M 36.6%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $31.6M combined gross assets

FundTypeDomicileGross assetsOwners
Pier Capital Commingled Small Cap Growth Fund Investment Trust Other Private Fund Delaware $31.6M 11

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
Cement Masons Pension Trust Fund Detroit And Vicinity Joint Board Of Trustees Cement Masons Pension Trust Fund Detroit 2024

People (8)

NameRole / titleCredentialsWith firm sinceOwnership
Mienko, Katarzyna Chief Compliance Officer Mar 2013 (13y) Less than 5%
Wright, Natalie, Annette Equity Trader, Member Jul 2015 (11y) 10% – 25%
Yakirevich, Alexander President, Chief Investment Officer Jul 2015 (11y) 10% – 25%
Hokenson, John, Andrew Senior Equity Analyst, Member Nov 2015 (11y) 10% – 25%
Hua, Hongyuan Senior Equity Analyst, Member Nov 2015 (11y) 10% – 25%
Malinsky, Dmitry Equity Analyst, Member Nov 2015 (11y) 5% – 10%
Hawkins, Frederic, Rossiter National Account Representative, Member Apr 2016 (10y) 10% – 25%
Parsons, Jan, Eric Chairman Jul 2016 (10y) 10% – 25%

Undisclosed: 0% – 35% 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.

Private funds (1, $31.6M gross assets)

FundTypeGross assetsMin. investmentOwners
Pier Capital Commingled Small Cap Growth Fund Investment Trust Other Private Fund $31.6M $500K 11

From Form ADV Section 7.B private fund reporting.

Retirement plans served (1)

PlanSponsorParticipantsPlan assetsAs of
Cement Masons Pension Trust Fund Detroit And Vicinity Joint Board Of Trustees Cement Masons Pension Trust Fund Detroit 571 $108M 05/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/30/2026 1.21 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
  • Performance-based fees

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients

Custody

Reported custodians

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: Mar 30, 2026.

View current Form ADV (SEC/IAPD) ↗