Gramercy Strategic Capital LLC

RIASEC RegisteredEst. 2021
Total AUM
$248M
Discretionary
$123M
50% of AUM
Avg account
$3M
Accounts
82
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
315875
Registered since
August 12, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI98.46%
  • Charitable Organizations0.69%
  • Individuals0.61%
  • Pension & Profit Sharing Plans0.23%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Gramercy Strategic Capital LLC is a fee-based investment adviser that positions itself as a capital allocator for high-net-worth individuals, families and institutional clients. The firm offers portfolio management for individuals and small businesses and provides manager-selection services, which suggests a hybrid approach of direct equity allocations alongside third-party manager implementations. Its operating model emphasizes liquid, exchange-traded exposures as a core building block while maintaining active allocations to private market and alternative strategies to supplement returns and diversify risk. The firm is not an active ESG investor and does not present itself as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 57%, Public Funds/Mutual Funds 20%, Private Funds 8%, Cash & Cash Equivalents 8%, Derivatives 5%, US Government Bonds 2%57%
  • Exchange Traded Equities57%
  • Public Funds/Mutual Funds20%
  • Private Funds8%
  • Cash & Cash Equivalents8%
  • Derivatives5%

Owners & executives

1 of 1
  • Keith Cho

    Chief Compliance OfficerCRD 5919369

Contacts

1 of 1
  • Yoon Hwang

    MemberCRD 7410349

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth