Gridiron Partners, LLC
Firm details
- Headquarters
- Wexford, Pennsylvania
- CRD number
- 300920
- Registered since
- May 26, 2020
- Website
- gridironpartners.com
- Custodians
- PNC INVESTMENTS LLC, THE BANK OF NEW YORK MELLON, U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pension & Profit Sharing Plans60.7%
- State / Municipal Government19.43%
- Other9.05%
- Charitable Organizations6.52%
- HNWI4.31%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gridiron Partners, LLC is a limited liability company that operates as an institutional registered investment adviser. The firm is SEC-registered (initial registration in 2020) and is owned by an individual. Its client mix includes high-net-worth individuals and families as well as institutional clients. Advisory services are focused on portfolio management for individuals and small businesses and on portfolio management for businesses or institutional investors. The firm charges a mix of percentage-of-AUM fees, fixed fees, and performance-based fees. Gridiron does not identify as an active ESG investor and is not structured as a multi-state adviser or pension consultant according to its disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds40%
- Exchange Traded Equities30%
- Cash & Cash Equivalents30%
Owners & executives
1 of 1David Kamin
Managing Partner and Chief Investment OfficerCRD 4055623
Contacts
1 of 1Michael Schneck
Managing PartnerCRD 4165367
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$159M in ETFs
100%
$159M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $51.2M | 542,021 | 32.32% |
Location
Wexford, PA
Allegheny
Location
Wexford, PA
Headquartered in Wexford, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 101 Bradford Rd
- Time zone
- ET (UTC-5)
- Office locations
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