Grinnell Capital, LLC

Overview

Grinnell Capital, LLC is an independent registered investment adviser operating as a limited liability company and registered with the SEC in 2021. The firm serves a mix of individual, family and small institutional clients and focuses on financial planning and portfolio management for individuals and small businesses. Its business model uses a combination of percentage-of-AUM and fixed-fee billing, and it manages client assets on a discretionary basis. Investment activity skews toward public equities: the adviser reports a clear preference for exchange-traded equities as the primary vehicle for delivering market exposure. Grinnell Capital does not identify as an active ESG investor and does not operate as a pension consultant or multi-state adviser. The firm does not appear to run its own alternative funds; instead it allocates to third-party managers for non-traditional exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices