Grandva Capital LLC

RIASEC Registered
Total AUM
$15.6M
Discretionary
$15.6M
100% of AUM
Avg account
$1M
Accounts
15
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
314110
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI82.11%
  • Charitable Organizations15.57%
  • Individuals2.32%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Grandva Capital LLC is a small, single-office advisory firm structured as a limited liability company that manages concentrated equity-focused portfolios alongside targeted alternative exposures. The firm’s public filings show a clear preference for exchange-traded equities and ETF-based exposures as the primary building blocks of client portfolios, using separately managed account (SMA) structures where appropriate. Advisory activity is split between portfolio management for individuals and small businesses and portfolio management for businesses or institutional clients. Fee arrangements include a traditional percentage-of-assets model combined with the capacity to charge performance-based fees, which aligns with the firm’s use of third-party managers and alternative vehicles that often carry incentive structures. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser; operations appear limited to a single state jurisdiction.

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

Asset composition

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Owners & executives

2 of 2
  • Guangli Chen

    Principal and Chief Investment OfficerCRD 7359082

  • Yan Dai

    Chief Financial OfficerCRD 7375771

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth