GRAMERCY PRIVATE WEALTH LLC

Overview

Gramercy Private Wealth LLC is a very small, fee-based registered investment adviser that launched its SEC registration in 2021 and focuses on portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-AUM basis and reports a clear preference for equities exposure, deploying most client assets into exchange-traded equities held at a major custodian. Gramercy does not identify itself as an active ESG investor, is not a multi-state adviser, and is organized as a limited liability company under individual ownership. Given the firm’s scale and stated advisory activity, its model appears to center on discretionary equity management—likely via separately managed accounts and liquid pooled vehicles—rather than large-scale institutional or pension consulting. The firm discloses use of third-party mutual funds and hedge funds when adding alternative or diversified exposures.

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Location & Offices