GRANDVIEW PARTNERS MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
COLUMBUS, Ohio
CRD number
326984
Registered since
May 30, 2023

Firm profile

FINTRX

Overview

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

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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

Contacts

3 of 3
  • CATHERINE CORY

    Managing DirectorCRD 2611081

  • McGill Nathaniel

    Managing DirectorCRD 7746814

  • ANDREW HAYS

    President and Co-FounderCRD 4641077

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth