This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$534MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$534M

Private client RAUM

$534MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$107Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,023

Individual clients

36

High net worth clients

129

SEC number

801-100442

CRD

142654

Filings on the tape

17

First filed

Jun 23, 2015

Latest filed

Mar 23, 2026

Organised

Limited Liability Company, TX

Website

peircecap.com

• Occurred

  Mar 30, 2020
  Control person joined

  Daniel Mark Heider (Member) appeared on Schedule A of Peirce Capital Management, Llc

  Form ADVobserved 5 days ago
• Occurred

  Jun 23, 2015
  First Form ADV filing

  Peirce Capital Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bb222a5e-853e-a526-603d-29720f25a799

First observed

Jun 23, 2015

Last observed

Mar 23, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.