Gritstone Asset Management LLC

RIASEC Registered

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 a privately owned hedge fund adviser that focuses on institutional clients and manages pooled investment vehicles and other institutional portfolios. The firm is registered with the SEC (registered in 2022) and operates on a fee model that combines a percentage-of-AUM charge with performance-based compensation. Its regulatory filings indicate the firm acts as sponsor/GP and managing member of pooled vehicles, which aligns with the hedge-fund structure and the advisor role on one or more private funds. The firm does not position itself as an ESG investor and is not flagged as a multi-state adviser in its filings. Primary advisory activities listed are portfolio management for pooled investment vehicles and for businesses or institutions, consistent with a manager running limited partnership or similar hedge fund structures for institutional allocators.