Pier 88 Investment Partners

The Lake Geneva Strategy focuses on identifying strategic companies and disruptive innovators, primarily in small- and mid-cap growth. It invests in public equities and convertible bonds and uses ETF shorting, cash positioning, and option hedges for risk management.

Pier 88 Ventures invests in companies with technology operating in larger markets, seeking growth and profitability. Its target investments include established businesses that solve business problems and provide solutions customers consider essential.

David Walrod is an independent investor and entrepreneur focused on high-growth companies in technology, healthcare, and financial services. He was previously a general partner at Oak Investment Partners, where he led and managed equity investments.

Pier 88's year-in-review video is presented by CEO Frank Timons, and an alternate version is available. The page also states that identified companies do not represent all companies purchased, sold, or recommended for Pier 88 portfolios.

The Pier 88 Investment Team identifies investment-grade convertible securities as an opportunity, citing potential equity participation with downside protection and diversification across sectors, regions, and market caps.

The paper examines factors behind the momentum of mega-cap technology stocks and suggests other areas of technology may offer better long-term risk/reward opportunities.

The page describes healthcare as a growing share of GDP and an expanding sector, and discusses convertible bonds as a way to invest in the sector.

mimik Technology announced a $14.3 million Series A funding round led by Pier 88. The company develops a hybrid edgeCloud platform for microservices in industries including healthcare, automotive, manufacturing, logistics, retail, and banking.

The page provides industry news and press from Pier 88.

Pier 88 Investment Partners announced that Mitch McCullough joined the firm as president and chief marketing officer on January 31, 2020. He will manage the organization and lead its growth.

Pier 88 Ventures participated in HappyCo's $52 million Series B financing. HappyCo will use the funds to expand its platform and add services.

Pier 88 has a board of directors.

Audit/Tax, Lake Geneva Funds/Venture/SPV

Frank T. Timons is the founder, CEO, and CIO of Pier 88 Investment Partners. He developed the Lake Geneva Strategy, which applies a venture capital approach to small- and mid-cap public markets.

Pier 88's investment team focuses on strategic investments intended to grow clients' wealth portfolios.

A San Francisco-based asset management firm providing investors with above-market returns through investments in public equities and convertible bonds.

Pier 88's investment team is based in San Francisco, California.

Pier 88 Investment Partners takes a long-term investment approach and encourages thoughtful decision-making for clients.

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Pier 88's privacy notice explains its policies and practices regarding nonpublic personal information.

References to market or composite indices, benchmarks, or other measures of relative market performance are provided for information only and do not imply that the portfolio will be constructed in the same way as an index.