Pierre & Company LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,555,899
Total clients
7
14% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$1,936,557
About
Pierre & Company (Massachusetts) LLC provides investment portfolio management primarily to individual clients and, unusually for a solo independent adviser, also manages separately managed accounts for institutional clients. Services include long‑only equity management using index funds and individual securities, and since 2023 the firm has offered treasury management advisory for short‑term fixed‑income allocations.
The firm’s investment approach emphasizes low cost and a long‑term horizon, blending bottom‑up fundamental analysis with a multi‑dimensional, multi‑cap strategy that may include index funds alongside selective small‑ and micro‑cap holdings and more concentrated positions. Accounts can be tailored to client restrictions and the firm relies on a service agreement with a third‑party back‑office and compliance provider for portfolio reconciliation and administrative support.
Noteworthy features for a firm of this scale include the coexistence of institutional mandates and a practice of investing members’ personal and partnership capital in early‑stage private companies (with no fees charged for those activities). The firm does not take custody of client assets, generally implements trades at the individual account level rather than routinely aggregating block trades, and does not vote client proxies unless expressly requested.
Client services
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Private / alternative investments
Fee options
Flat fee of $2,500/year for general Portfolio Management services
Minimum fee: Flat fee of $2,500/year for general Portfolio Management services
Main office location
Pierre & Company LLC
Marion MA, United States
Number of offices
1
Most active in
Pierre & Company LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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