Grandva Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 314110
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI82.11%
- Charitable Organizations15.57%
- Individuals2.32%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Grandva Capital LLC is a small, single-office advisory firm structured as a limited liability company that manages concentrated equity-focused portfolios alongside targeted alternative exposures. The firm’s public filings show a clear preference for exchange-traded equities and ETF-based exposures as the primary building blocks of client portfolios, using separately managed account (SMA) structures where appropriate. Advisory activity is split between portfolio management for individuals and small businesses and portfolio management for businesses or institutional clients. Fee arrangements include a traditional percentage-of-assets model combined with the capacity to charge performance-based fees, which aligns with the firm’s use of third-party managers and alternative vehicles that often carry incentive structures. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser; operations appear limited to a single state jurisdiction.
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 Equities96%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2Guangli Chen
Principal and Chief Investment OfficerCRD 7359082
Yan Dai
Chief Financial OfficerCRD 7375771
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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