Grammatical Capital, LLC
RIAState Registered
Total AUM
$7.4M
Discretionary
$7.4M
100% of AUM
Avg account
$409K
Accounts
18
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 324428
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals48.26%
- HNWI46.6%
- Charitable Organizations3.07%
- Corporations / Businesses2.07%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Grammatical Capital, LLC is an independent registered investment adviser operating as a limited liability company that manages portfolios for both individuals/families and institutional clients. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management for individuals, small businesses, and institutions. It is not classified as an active ESG investor and is not listed as a multi-state adviser in the snapshot data.
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 Equities51%
- Cash & Cash Equivalents48%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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