GROTECH MANAGEMENT COMPANY

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
11
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
OWINGS MILLS, Maryland
CRD number
162772
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

Grotech Management Company is a corporation that has been SEC-registered since 2012 and is owned by an individual. The firm functions primarily as an operator of pooled investment vehicles: it acts as sponsor, general partner and managing member for funds under its management rather than positioning itself as a traditional capital allocator to external managers. Regulatory data indicates it is not flagged as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

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

Contacts

3 of 11
  • DONALD RAINEY

    General PartnerCRD 6042880

  • DENNIS SHAUGHNESSY

    ConsultantCRD 4345976

  • DONALD DEVRIES

    Managing General PartnerCRD 4237552

Unlock 8 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

OWINGS MILLS, MD

BALTIMORE

Location

OWINGS MILLS, MD

Headquartered in OWINGS MILLS, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE
Address
9722 Groffs Mill Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth