Gruenstein Investments LLC
Firm details
- Headquarters
- ,
- CRD number
- 298739
- Registered since
- November 27, 2018
- Website
- www.gruenstein.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI66.63%
- Pooled Investment Vehicles33.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Gruenstein Investments LLC is an independent, SEC-registered RIA organized as an LLC and formed in 2018. The firm serves both individual and family clients as well as institutional investors, advising on financial planning and providing portfolio management for individuals, small businesses, and pooled investment vehicles. Its fee arrangements combine a percentage-of-AUM model with performance-based fees, and the firm reports acting in sponsor/GP/managing-member roles for pooled vehicles. Gruenstein does not present itself as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Steven Feld
Chief Compliance OfficerCRD 1283923
Contacts
1 of 1
David Gruenstein
Founder and PrincipalCRD 5771636
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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