GRAND STREET CAPITAL MANAGEMENT, L.L.C.

RIASEC Registered
Total AUM
$8.9M
Discretionary
$8.9M
100% of AUM
Avg account
$261K
Accounts
34
Employees
1
Advisory reps
2

Firm details

Headquarters
WINSTON SALEM, North Carolina
CRD number
150293
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI60.24%
  • Individuals18.47%
  • Other12.41%
  • Charitable Organizations8.88%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Grand Street Capital Management, L.L.C. is a small, individually owned advisory firm focused on discretionary portfolio management for individuals, families and small businesses, with some institutional pension consulting work. The firm runs client portfolios with a clear equity bias: its filings show a strong preference for exchange‑traded equities and liquid equity strategies. Fee arrangements combine a percentage of assets under management with the option for hourly charges, which supports both ongoing portfolio relationships and project‑based advisory work. The adviser is not positioned as an ESG specialist and does not report a multi‑state advisory footprint. Portfolio management activities appear centered on separate managed accounts and liquid public market exposures rather than private or illiquid holdings. The combination of discretionary-only assets and a small client roster suggests a hands‑on, concentrated advisory model rather than a product‑distribution or large-scale allocator role.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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: Exchange Traded Equities 87%, Cash & Cash Equivalents 8%, Investment Grade Corp Bonds 3%, State & Local Bonds 2%87%
  • Exchange Traded Equities87%
  • Cash & Cash Equivalents8%
  • Investment Grade Corp Bonds3%
  • State & Local Bonds2%

Contacts

2 of 2
  • PERRY CABEAN

    Managing MemberCRD 5402026

  • WILLIAM MORRIS

    Investment Advisor RepresentativeCRD 4446473

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

WINSTON SALEM, NC

FORSYTH

Location

WINSTON SALEM, NC

Headquartered in WINSTON SALEM, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.

Metro area
Greensboro--Winston-Salem--High Point, NC
Region
South
County
FORSYTH
Address
1008 Brookstown Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth