Peirce Park Group provides portfolio management for individuals and small businesses, pension consulting, selecting other managers, publishing newsletters, and educational seminars.
Peirce Park Group reports 5 clients. They include 4 state or municipal government entities and 1 high-net-worth individual. Of its assets, 99.0% ($313M across 4 accounts) are managed with discretion; $3.03M across 1 account is not. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 20% | <1% |
| State or municipal government entities | 80% | 99% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $3.03M | 1.0% | $3.03M |
| State or municipal government entities | Fewer than 5 | $313M | 99.0% | $78.2M |
| Total | 5 | $316M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $3.03M
- AUM share
- 1.0%
- Avg. per client
- $3.03M
- Clients
- Fewer than 5
- Regulatory AUM
- $313M
- AUM share
- 99.0%
- Avg. per client
- $78.2M
Total
- Clients
- 5
- Regulatory AUM
- $316M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Peirce Park Group is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Marquette Associates, Inc. owns 75% or more of Peirce Park Group. Brian Wrubel is CEO; the leadership team includes Chief Compliance Officer Linsey Payne. It has 6 employees, 5 of them in advisory roles.
Leadership
Brian WrubelChief Executive Officer
Linsey PayneChief Compliance Officer / Partner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Lee Hamilton Martin
- Sarah E Wilson
- Patrick William Wing
Staff
- 6 employees
- 5 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Peirce Park Group Inc.
Marquette Associates, Inc.
Control person · since January 2017
Peirce Park Group’s regulatory assets fell from $1.52B (March 2021) to $316M (May 2026); clients fell from 41 to 5 and employees from 8 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $316M | 5 | 6 | 2 |
| March 2025 | $468M | 12 | 6 | 2 |
| March 2024 | $411M | 12 | 6 | 2 |
| March 2023 | $838M | 18 | 6 | 2 |
| March 2022 | $1.9B | 42 | 6 | 2 |
| March 2021 | $1.52B | 41 | 8 | 2 |
Besides its headquarters, Peirce Park Group has 1 office, with 2 listed addresses in Illinois and Pennsylvania.
Illinois · 1 listed address
- 180 N Lasalle Street, Chicago
Pennsylvania · 1 listed address
- 600 Willowbrook Lane, Suite 610, West ChesterHQ
Contact and registration details
- Legal name
- Peirce Park Group Inc.
- Headquarters
- 600 Willowbrook Lane, Suite 610, West Chester, PA 19382
- Website
- Not reported
- Phone
- 610-719-0300
- SEC file
- 801-71334
- Structure
- Delaware corporation
- Fiscal year end
- December
Peirce Park Group uses Wilmington Trust Investment Management ($273M, 87%) and U.S. Bancorp Asset Management ($40.1M, 13%) as custodians for its separately managed accounts. Peirce Park Group has custody of $316M in client assets for 5 clients.
- Wilmington Trust Investment ManagementWilmington Trust Investment Management, LLC · Wilmington, DE · $273M87%
- U.S. Bancorp Asset ManagementU.S. Bancorp Asset Management · Minneapolis, MN · $40.1M13%
At year end, Peirce Park Group’s separately managed accounts were mostly in funds (88%).
What the accounts hold
- Funds88%
- Registered funds71%
- Pooled vehicles17%
- Cash2%
- Other10%
- Separate accounts managed by third party managers10%
How many clients does Peirce Park Group have?
Peirce Park Group has 5 clients and manages $316 million for them, as of May 2026. They include 4 state or municipal government entities and 1 high-net-worth individual.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 May 2026
What services does Peirce Park Group offer?
Peirce Park Group provides portfolio management for individuals and small businesses, pension consulting, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Peirce Park Group use?
Peirce Park Group’s separately managed account assets are held at Wilmington Trust Investment Management, LLC (Wilmington, DE), with $273M and U.S. Bancorp Asset Management (Minneapolis, MN), with $40.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 May 2026
How many financial advisors does Peirce Park Group have?
Peirce Park Group has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Peirce Park Group invest in?
At the end of its last fiscal year, Peirce Park Group’s separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 17% pooled vehicles (private funds and similar), 10% other and 2% cash and equivalents. The 10% other category is described as: Separate Accounts Managed by Third Party Managers.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Peirce Park Group?
Peirce Park Group’s direct owner is Marquette Associates, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 May 2026
How does Peirce Park Group get paid?
Peirce Park Group is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Peirce Park Group?
Peirce Park Group’s main office is at 600 Willowbrook Lane, Suite 610, West Chester, PA 19382. Its phone number is 610-719-0300.