Grail Capital LLC

Overview

Grail Capital LLC is a small, owner-operated advisory firm that provides discretionary portfolio management to individuals, small businesses and institutional clients. The firm charges fees as a percentage of assets under management and runs equity-focused portfolios as its primary allocation preference. Grail Capital is not positioned as an ESG specialist, does not identify as a multi-state adviser for regulatory filing purposes, and does not list pension consulting or capital allocation as core services. Given the firm’s size and client count, investment decisions appear to be implemented at the portfolio level with a hands-on approach to direct equities and pooled fund exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices