Gramercy Private Wealth LLC
Firm details
- Headquarters
- Brooklyn, New York
- CRD number
- 313943
- Registered since
- May 20, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gramercy Private Wealth LLC is an independently owned, New York–registered wealth advisory firm organized as an LLC. The firm bills clients on a percentage-of-AUM basis and describes its primary activity as portfolio management for individuals and small businesses. It is newly formed and owned by an individual principal. Gramercy does not position itself as a capital allocator, is not an active ESG investor, and is not organized as a multi-state or pension consulting advisor.
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 Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Kevin Frisz
Founder and Portfolio ManagerCRD 3123023
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brooklyn, NY
Kings
Location
Brooklyn, NY
Headquartered in Brooklyn, 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
- Kings
- Address
- 172 Montague St
- Time zone
- ET (UTC-5)
- Office locations
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