Gramercy Strategic Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 315875
- Registered since
- August 12, 2021
- Website
- www.gramercysc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.46%
- Charitable Organizations0.69%
- Individuals0.61%
- Pension & Profit Sharing Plans0.23%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Gramercy Strategic Capital LLC is a fee-based investment adviser that positions itself as a capital allocator for high-net-worth individuals, families and institutional clients. The firm offers portfolio management for individuals and small businesses and provides manager-selection services, which suggests a hybrid approach of direct equity allocations alongside third-party manager implementations. Its operating model emphasizes liquid, exchange-traded exposures as a core building block while maintaining active allocations to private market and alternative strategies to supplement returns and diversify risk. The firm is not an active ESG investor and does not present itself as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities57%
- Public Funds/Mutual Funds20%
- Private Funds8%
- Cash & Cash Equivalents8%
- Derivatives5%
Owners & executives
1 of 1Keith Cho
Chief Compliance OfficerCRD 5919369
Contacts
1 of 1Yoon Hwang
MemberCRD 7410349
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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