Grammatical Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 324428
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals48.26%
- HNWI46.6%
- Charitable Organizations3.07%
- Corporations / Businesses2.07%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Grammatical Capital, LLC is a small, fee-based investment adviser focused on discretionary portfolio management for individuals, small businesses and institutional clients. The firm favors equity-centered allocations, running separately managed accounts with a preference for exchange-traded equities. Its business model is percentage-of-AUM compensation and it does not identify as an active ESG investor. Advisory services are limited to portfolio management rather than pension consulting or multi-state advisory consulting. The firm appears to run concentrated, liquid strategies: the bulk of assets sit in publicly traded equities and exchange-traded funds, custodied at Interactive Brokers. Given the scale and client mix, investment decisions are likely implemented with trading efficiency and low-cost, liquid execution in mind.
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 Equities51%
- Cash & Cash Equivalents48%
- US Government Bonds1%
Owners & executives
1 of 1Ethan Hitchcock
Chief Compliance OfficerCRD 6487830
Contacts
1 of 1Denise Beck
Co-Managing MemberCRD 7674796
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Abraham, Robert Ralph Jr
RIAAumakua Capital Management LLC
RIAJohn C. Foti, Dba Experient Portfolio Management
RIAGompert Financial
RIAFullguards Financial
RIASanta Cruz, CA
Centerpoint Financial Management LLC
RIAIrvine, CA