Grace & White, Inc

RIASEC Registered

Total AUM

$964M

Discretionary

$964M

100% of AUM

Avg account

$2.8M

Accounts

349

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 110761
Registered since: May 13, 1977
Custodians: TOCQUEVILLE SECURITIES L.P., BUTTERFIELD TRUST (BERMUDA) LIMITED, ASCENT PRIVATE CAPITAL MANAGEMENT OF U.S. BANK
Fee structure: Percentage of AUM
Client types: HNWI94.6%
Pension & Profit Sharing Plans2.96%
Corporations / Businesses1.09%
Individuals0.85%
Charitable Organizations0.5%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Grace & White, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1977. The firm provides portfolio management primarily for individuals and small businesses and serves both individual/family and institutional clients. Its advisory fees are charged as a percentage of assets under management. The firm reports a preference for equity investments and does not identify as an active ESG investor or a multi-state adviser. Grace & White does not operate as a capital allocator; instead it manages client portfolios directly and supplements them with third-party products.