RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
K•••••••• G•••• P••••••••
- Title
- Vice President, Family Office Servicesreportedbeaconcoast.comfirm site, Sep 15, 2026
- Direct business phone
- 415-426-7520reportedbeaconcoast.comfirm site, Sep 15, 2026
- Professional profile
- beaconcoast.com/bio/katherine-piersantireportedbeaconcoast.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- B••••• C•••• P•••••••• L•• no RAUM currentsince Jun 10, 2026 · San Francisco, Ca
- U•• F•••••••• S••••••• I••• wirehouseJun 30, 2017 to Jun 17, 2026 · San Francisco, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseDec 16, 2015 to Jun 12, 2017 · San Francisco, Ca
- U•• F•••••••• S••••••• I••• wirehouseJun 13, 2001 to Mar 4, 2009 · San Francisco, Ca
- U•• F•••••••• S••••••• I••• to B••••• C•••• P•••••••• L••left Jun 17, 2026, registered Jun 10, 2026 (-7 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U•• F•••••••• S••••••• I•••left Jun 12, 2017, registered Jun 30, 2017 (18 days) · Wirehouse to wirehouse
- U•• F•••••••• S••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Mar 4, 2009, registered Dec 16, 2015 (2478 days) · Wirehouse to wirehouse
- K•••••••• G•••• P•••••••• left U•• F•••••••• S••••••• I••• for B••••• C•••• P•••••••• L•• (registered 2026-06-10)Jun 17, 2026 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- No RAUM reportedderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address