GRIT FAMILY OFFICE, LLC

Overview

Grit Family Office, LLC is an independent registered investment adviser structured as a limited liability company that operates as a capital allocator for both individual/family and select institutional clients. The firm combines financial planning, portfolio management for individuals and small businesses, and the selection of external managers. Its fee approach is mixed — percentage of AUM supplemented by hourly and fixed-fee engagements — which supports both ongoing discretionary mandates and project-based advisory work. Investment activity centers on a public fund-heavy core augmented by private market allocations. Public mutual funds constitute the single largest public exposure, while the firm also sources and allocates to third-party alternative managers. Given its name and client base, the firm functions like a family office in practice, coordinating multi-asset portfolios and outsourcing specialist strategies where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices