GRACE & WHITE, INC
Firm details
- Headquarters
- New York, New York
- CRD number
- 110761
- Registered since
- May 13, 1977
- Custodians
- TOCQUEVILLE SECURITIES L.P., BUTTERFIELD TRUST (BERMUDA) LIMITED, ASCENT PRIVATE CAPITAL MANAGEMENT OF U.S. BANK
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.6%
- Pension & Profit Sharing Plans2.96%
- Corporations / Businesses1.09%
- Individuals0.85%
- Charitable Organizations0.5%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Grace & White, Inc. is a small, established advisory firm operating as a corporation and SEC-registered since 1977. The firm is owner-controlled and charges clients on a percentage-of-assets-under-management basis. Its stated advisory work centers on portfolio management for individuals and small businesses, while its client base spans individual and family clients as well as institutional relationships. Grace & White favors traditional equity exposure, does not identify as an active ESG investor, and is not structured as a multi-state adviser or an allocator of third-party capital.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- US Government Bonds24%
- Cash & Cash Equivalents12%
- Other3%
- Investment Grade Corp Bonds1%
Contacts
3 of 9GWENDOLYN GRACE
InvestorCRD 1502160
LORI GRACE
InvestorCRD 1502158
MARC RAVITZ
Executive Vice PresidentCRD 4396381
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 515 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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