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 an independent, privately owned registered investment adviser that has been registered with the SEC since 1977. The firm manages portfolios for individuals, families and institutional clients, and emphasizes discretionary portfolio management for individuals and small businesses. It charges fees as a percentage of assets under management and does not self-identify as an active ESG investor, pension consultant, or multi-state adviser. The firm is organized as a corporation and is not structured as a capital allocator or related adviser.
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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