GRASS CAPITAL LLC

Overview

Grass Capital LLC is a small, independent registered investment adviser that runs discretionary portfolio management alongside fee-for-service planning and consulting. The firm shows a clear tilt toward equity ownership: exchange-traded equities are its most-used asset type and equity exposure is the stated preference. Grass Capital also acts as sponsor, general partner and managing member for pooled investment vehicles, and offers portfolio management for pooled vehicles and institutional or business clients in addition to individual and family work. The firm’s fee schedule is flexible and comprehensive — it uses percentage-of-AUM fees as well as hourly and fixed-fee arrangements and can charge performance-based fees for certain accounts or funds. Grass Capital is not positioned as an ESG-focused manager and it operates with a compact geographic footprint rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices