GRANDFIELD & DODD, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 110971
- Registered since
- March 1, 2001
- Website
- grandfield-dodd.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI65.03%
- Individuals32.13%
- Charitable Organizations1.76%
- Corporations / Businesses1.08%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Grandfield & Dodd, LLC is an SEC‑registered investment adviser (registered in 2001) that provides discretionary portfolio management to both individual/family clients and institutions. The firm is structured as an LLC and is owned by an individual principal. Its advisory work centers on portfolio management for individuals, small businesses and institutional entities. Fee arrangements include asset‑based fees and fixed fees. The firm identifies itself as an active ESG investor and does not operate as a capital allocator; its business model is advisory rather than running third‑party allocation programs.
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 Equities80%
- Cash & Cash Equivalents9%
- State & Local Bonds5%
- Public Funds/Mutual Funds3%
- US Government Bonds2%
Contacts
3 of 4TAE-GENE CHO
PrincipalCRD 2684762
JEFFREY MACDONAGH
PrincipalCRD 5010118
ANDREA Netcher
PrincipalCRD 4954372
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$27.4M in ETFs
96%
$26.2M
4%
$1.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $2.4M | 3,663 | 8.69% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 28 Liberty St
- Time zone
- ET (UTC-5)
- Office locations
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