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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cookson Peirce & Co have?","answer":"Cookson Peirce & Co has 18 investment adviser representatives registered with state securities authorities, out of 29 employees, and 18 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cookson Peirce & Co invest in?","answer":"At the end of its last fiscal year, Cookson Peirce & Co’s separately managed accounts held 95% exchange-traded equities, 4% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cookson Peirce & Co?","answer":"Cookson Peirce & Co’s direct owners are Bruce Miller, Daniel Henderson, Cory Krebs, Daniel Meyers, Christian Brown, Janelle Woods and Luke Oneill, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 24 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cookson Peirce & Co get paid?","answer":"Cookson Peirce & Co is paid through a percentage of assets under management. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}