CRD: 148128
North Pier Fiduciary Management, LLC
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- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS · Jackson National Life · Matrix Trust · Principal
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-08-2008
- Office Locations
- 2
Office Locations
About North Pier Fiduciary Management, LLC
North Pier Search is an SEC-registered RIA (founded 2008) providing conflict-free service-provider search and evaluation for fiduciaries—running RFPs, due diligence, negotiations, and OCIO/family office cost modeling to validate or improve investment programs. It serves retirement plan sponsors as well as endowments, foundations, hospital funds, and family offices, and supports 95-1 compliant annuity placement diligence for terminating DB plans. Managing Partner Jim Scheinberg has served as an independent expert for the U.S. DOL.
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Owner & Executives
BRANT JACKSON GRIFFIN
Chief Compliance Officer
- CRD
- #2692488
- Ownership
- 50% but less than 75%
JAMES IRA SCHEINBERG
Financial Advisor
- CRD
- #2073575
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Mason Hulce
--
- CRD
- #8163581
VALERIA JARAMILLO ECHEVERRIA
--
- CRD
- #7144962
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $892,675,086 | $7,899,780 |
| Non-Discretionary | $383,797,162 | $127,932,387 |
| Total | $1,276,472,248 | $11,004,071 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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