GRAND STREET INVESTORS

RIASEC Registered
Total AUM
$27.3M
Discretionary
$27.3M
100% of AUM
Avg account
$27.3M
Accounts
1
Employees
2
Advisory reps
1

Firm details

Headquarters
PROVIDENCE, Rhode Island
CRD number
152660
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Grand Street Investors operates as a limited liability company and is classified as both a hedge fund and a qualified custodian. The firm focuses on portfolio management for pooled investment vehicles, catering primarily to institutional clients. With a fee structure that includes fixed fees and performance-based fees, Grand Street Investors emphasizes a tailored approach to asset management. The firm does not engage in active ESG investing and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • DAVID REVILLE

    Investment ProfessionalCRD 5745367

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PROVIDENCE, RI

PROVIDENCE

Location

PROVIDENCE, RI

Headquartered in PROVIDENCE, RI, 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
PROVIDENCE
Address
128 Dorrance St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth