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 an SEC-registered limited liability company that operates as an institutional registered investment adviser. Founded prior to or by 2021 (SEC registration recorded in 2021), the firm is owned by an individual and serves institutional clients. Its advisory mandate is focused on portfolio management for investment companies, and it charges clients on a percentage-of-assets-under-management basis. Grizzle does not present itself as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. The firm is not identified as a capital allocator.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Duane Hope
Director & Chief Compliance OfficerCRD 7867743
Contacts
2 of 2
Thomas George
PresidentCRD 7452257
Scott Willis
FounderCRD 5823484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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