Greteman Capital Management

Overview

Greteman Capital Management operates as a Limited Liability Company and appears to be an owner-operated advisory practice. The firm’s stated advisory activity is portfolio management for individuals and small businesses and it charges clients a percentage-of-AUM fee. The firm is classified as “Unclassified” in the available data, is not a multi-state adviser, does not self-identify as an active ESG investor, and is not listed as a pension consultant or related adviser. The record also indicates an industry affiliation with an accountant, suggesting a close relationship with accounting services or a CPA professional network. Greteman is not identified as a capital allocator, which, combined with its use of third-party external managers for alternatives (see below), suggests it deploys client capital primarily into external funds rather than running in-house private investment programs.

Assets & Accounts

Investments & Alternatives