Grizzle Investment Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 317242
- Registered since
- November 12, 2021
- Website
- etf.grizzle.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Grizzle Investment Management LLC is a small, SEC-registered limited liability company that operates as an institutional registered investment adviser. The firm reports an owner who is an individual and focuses on serving institutional clients through portfolio management for investment companies. It bills on a percentage-of-assets-under-management basis and does not identify itself as a capital allocator or an ESG-driven manager. The firm registered with the SEC in 2021 and describes its core advisory activity as acting as a portfolio manager for investment company vehicles rather than providing broad retail wealth-management services.
Assets & Accounts
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
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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