Grand Ridge Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 135702
- Website
- www.grandridgecapital.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Grand Ridge Capital, LLC is a small, independent registered investment adviser that provides portfolio management for individuals, small businesses and institutional/business clients. The firm charges fees based on a percentage of assets under management and operates primarily as a capital allocator, sourcing third‑party managers and private funds to implement client strategies rather than running large in‑house sleeves of securities. Grand Ridge is not positioned as an ESG or pension consultant adviser and does not report multi‑state adviser status. Investment activity centers on private fund allocations and alternative exposures. The firm’s preference toward private funds is the primary driver of its asset mix, and its advisory work appears focused on tailored, non‑discretionary relationships where the firm arranges and places capital with external managers across credit, real assets and market strategies.
Assets & Accounts
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
- Private Funds73%
- Non-Exchange Traded Equities27%
Contacts
1 of 1Gary Feldman
Managing MemberCRD 1705897
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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