GRITSTONE ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2022

Total AUM

$115M

Discretionary

$115M

100% of AUM

Avg account

$3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: BETHESDA, Maryland
CRD number: 298500
Registered since: September 9, 2022
Website: www.gritstoneam.com
Custodians: THE BANK OF NEW YORK MELLON, PERSHING LLC, NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Charitable Organizations69.82%
Other15.95%
Pooled Investment Vehicles14.22%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gritstone Asset Management LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2022. The firm operates as a hedge fund manager with an owner classified as an individual and focuses on institutional clients. Its advisory activity centers on portfolio management for pooled investment vehicles and for businesses or institutional investors, and it serves in sponsor/GP/managing-member roles for pooled vehicles it manages. The firm charges both a percentage-of-assets fee and performance-based fees, and it reports no active ESG program. Gritstone is not structured as a multi-state adviser, pension consultant, or related adviser, and it does not present itself as a capital allocator to third-party managers.