Grand Ridge Capital, LLC

RIASEC Registered
Total AUM
$7.1M
Discretionary
$0
0% of AUM
Avg account
$710K
Accounts
10
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
135702
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Grand Ridge Capital, LLC is a small, independent registered investment adviser that provides portfolio management for individuals, small businesses and institutional/business clients. The firm charges fees based on a percentage of assets under management and operates primarily as a capital allocator, sourcing third‑party managers and private funds to implement client strategies rather than running large in‑house sleeves of securities. Grand Ridge is not positioned as an ESG or pension consultant adviser and does not report multi‑state adviser status. Investment activity centers on private fund allocations and alternative exposures. The firm’s preference toward private funds is the primary driver of its asset mix, and its advisory work appears focused on tailored, non‑discretionary relationships where the firm arranges and places capital with external managers across credit, real assets and market strategies.

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

Asset composition

Asset composition: Private Funds 73%, Non-Exchange Traded Equities 27%73%
  • Private Funds73%
  • Non-Exchange Traded Equities27%

Contacts

1 of 1
  • Gary Feldman

    Managing MemberCRD 1705897

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth