GRAND STREET CAPITAL MANAGEMENT, L.L.C.
Firm details
- Headquarters
- WINSTON SALEM, North Carolina
- CRD number
- 150293
- Website
- www.grandstreetcm.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI60.24%
- Individuals18.47%
- Other12.41%
- Charitable Organizations8.88%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Grand Street Capital Management, L.L.C. is a small, individually owned advisory firm focused on discretionary portfolio management for individuals, families and small businesses, with some institutional pension consulting work. The firm runs client portfolios with a clear equity bias: its filings show a strong preference for exchange‑traded equities and liquid equity strategies. Fee arrangements combine a percentage of assets under management with the option for hourly charges, which supports both ongoing portfolio relationships and project‑based advisory work. The adviser is not positioned as an ESG specialist and does not report a multi‑state advisory footprint. Portfolio management activities appear centered on separate managed accounts and liquid public market exposures rather than private or illiquid holdings. The combination of discretionary-only assets and a small client roster suggests a hands‑on, concentrated advisory model rather than a product‑distribution or large-scale allocator role.
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 Equities87%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds3%
- State & Local Bonds2%
Contacts
2 of 2PERRY CABEAN
Managing MemberCRD 5402026
WILLIAM MORRIS
Investment Advisor RepresentativeCRD 4446473
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WINSTON SALEM, NC
FORSYTH
Location
WINSTON SALEM, NC
Headquartered in WINSTON SALEM, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- FORSYTH
- Address
- 1008 Brookstown Ave
- Time zone
- ET (UTC-5)
- Office locations
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