Cookson Peirce & Co is an investment advisor in Pittsburgh with $2.26 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
251449860
SEC advisor number
801-21341
FINRA CRD number
110729
AUM ?
$2.26 bn
(as of 16 Mar 22)
Accounts
1,637
(as of 16 Mar 22)
Employees
19
(13 investment advisory or research)
Address
Cookson Peirce & Co
555 GRANT STREET
SUITE 380
PITTSBURGH
PA 15219
555 GRANT STREET
SUITE 380
PITTSBURGH
PA 15219
Office hours
Monday - Friday, 7:30AM - 4:00PM
Phone
4124715320
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Miller, Bruce, Wilson | Secretary and Chief Investment Officer | 01/2007 | 25-50% |
Henderson, Daniel, Scott | CEO | 01/2007 | 25-50% |
Miller, Robin, Marie | Chief Compliance Officer/chief Finance Officer | 09/2010 | < 5% |
Krebs, Cory, Scott | President | 01/2014 | 25-50% |
Meyers, Daniel, James | Director of Private Client | 01/2018 | 5-10% |
Brown, Christian, Matthew | Director of Instutional Group | 01/2018 | < 5% |
Fumerola, Janelle, Marie | Regional Managing Director | 01/2020 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22