GRAND COAST CAPITAL GROUP, LLC
Firm details
- Headquarters
- COHASSET, Massachusetts
- CRD number
- 168870
- Website
- www.grandcoastcapital.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JEFFREY CARTER
CEO & FounderCRD 6244474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
MAY HILL CAPITAL, LLC
RIACOHASSET, MA
SINGLE TRACK FINANCIAL, INC.
RIAWOBURN, MA
DORFMAN VALUE INVESTMENTS LLC
RIABOSTON, MA
SOUTH COAST PLANNING & WEALTH MANAGEMENT
RIAFALL RIVER, MA
MAIN STREET FINANCIAL ADVISORY LLC
RIAWest Newbury, MA
TGA CAPITAL MANAGEMENT
RIABRAINTREE, MA