Grand Coast Capital Group, LLC

RIASEC Registered
Total AUM
$34.6M
Discretionary
$34.6M
100% of AUM
Avg account
$17.3M
Accounts
2
Employees
4
Advisory reps
1

Firm details

Headquarters
Cohasset, Massachusetts
CRD number
168870
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Grand Coast Capital Group, LLC operates as a limited liability company specializing in real estate fund management. The firm primarily engages in portfolio management for pooled investment vehicles, catering to an institutional client base. With a fee structure based on a percentage of assets under management, the firm does not actively pursue environmental, social, and governance (ESG) investments. Grand Coast Capital Group is not classified as a capital allocator and does not have affiliations with other advisory firms or pension consultants.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jeffrey Carter

    Jeffrey Carter

    CEO & FounderCRD 6244474

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Cohasset, MA

Norfolk

Location

Cohasset, MA

Headquartered in Cohasset, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Norfolk
Address
40 S Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth