GRANTHAM POOLE ADVISORS, LLC

Overview

Grantham Poole Advisors, LLC is a small, independent registered investment adviser that serves individuals and families while acting as a capital allocator to third‑party managers. The firm offers blended advisory services — financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers — and charges on a mix of percentage‑of‑AUM, hourly and fixed‑fee arrangements. Its investment activity favors pooled public vehicles, with public funds and mutual funds representing the largest single asset type on the books. The firm is not identified as an active ESG investor and is not set up as a multi‑state adviser. Grantham Poole plays both discretionary and non‑discretionary roles for clients, keeping a meaningful portion of assets under discretionary management while also retaining advisory relationships where clients maintain final decision authority. As a capital allocator the firm supplements in‑house management with third‑party fund managers, particularly in alternative sectors such as real estate and REIT strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices