GRANDVIEW PARTNERS MANAGEMENT, LLC
Firm details
- Headquarters
- COLUMBUS, Ohio
- CRD number
- 326984
- Registered since
- May 30, 2023
Firm profile
FINTRXOverview
Grandview Partners Management, LLC is a limited liability company that registered with the SEC in 2023 and operates primarily as a sponsor and manager of pooled investment vehicles. The firm is affiliated across multiple roles including broker-dealer activity, functioning as another investment adviser, and acting as sponsor, general partner and managing member of private pooled vehicles. Public filings show it is not classified as a capital allocator, it does not identify as an active ESG investor, and it is not registered as a multi-state adviser. Investment activity centers on private-market management rather than retail advisory relationships. The firm’s visible footprint is in private equity through an advised fund; there is no indication of traditional advisory account activity for individual clients. Its structure and affiliations point to a business model that sources and manages capital within closed-ended or pooled vehicles rather than through typical advisory account platforms.
Assets & Accounts
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
Contacts
3 of 3CATHERINE CORY
Managing DirectorCRD 2611081
McGill Nathaniel
Managing DirectorCRD 7746814
ANDREW HAYS
President and Co-FounderCRD 4641077
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COLUMBUS, OH
FRANKLIN
Location
COLUMBUS, OH
Headquartered in COLUMBUS, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 325 John H McConnell Blvd
- Time zone
- ET (UTC-5)
- Office locations
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