GRIZZLYROCK CAPITAL, LLC

RIASEC RegisteredEst. 2022
Total AUM
$193M
Discretionary
$193M
100% of AUM
Avg account
$38.5M
Accounts
5
Employees
2
Advisory reps
4

Firm details

Headquarters
CHICAGO, Illinois
CRD number
226650
Registered since
July 22, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles97.34%
  • Charitable Organizations2.66%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Grizzlyrock Capital, LLC is organized as an LLC and operates as a hedge fund manager focused on institutional clients. The firm is SEC-registered (registration year 2022) and performs commodity pool operator/commodity trading advisor (CPO/CTA) activities alongside portfolio management for pooled investment vehicles. Grizzlyrock charges both a percentage-of-AUM fee and performance-based fees, and it does not identify as an active ESG investor or a multi-state adviser. The firm functions as a sponsor/general partner/managing member for its pooled vehicles rather than as a broad capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 25%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents25%

Contacts

3 of 4
  • Michael Holt

    MemberCRD 8062974

  • DOUG LAUX

    MemberCRD 7355884

  • WILLIAM CONWAY

    MemberCRD 6201531

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
440 N Wells St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth