Grandview Property Partners, LLC

RIASEC RegisteredEst. 2019
Total AUM
$890M
Discretionary
$787M
88% of AUM
Avg account
$40.5M
Accounts
22
Employees
19
Advisory reps
7

Firm details

Headquarters
Greenwich, Connecticut
CRD number
299814
Registered since
January 28, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Grandview Property Partners, LLC is a real estate–focused investment firm organized as an LLC and registered with the SEC in 2019. The firm operates primarily for institutional clients and serves as an active manager and sponsor for pooled investment vehicles. Its regulatory and business profile lists CPO/CTA activity and portfolio management for pooled funds, and the firm is identified as a sponsor, general partner, or managing member for the vehicles it runs. Compensation is a mix of asset-based fees and performance-related fees.

Assets & Accounts

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

Owners & executives

2 of 2
  • Rajesh Menon

    Rajesh Menon

    Chief Executive OfficerCRD 3212272

  • Brian Orr

    Brian Orr

    Chief Financial OfficerCRD 7089353

Contacts

3 of 5
  • Dean Sotter

    Dean Sotter

    PresidentCRD 1950504

  • Michael Paloian

    Michael Paloian

    DirectorCRD 7069929

  • Eric Freeman

    Eric Freeman

    Managing PartnerCRD 2911200

Unlock 2 more contacts

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

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, 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
Fairfield
Address
1 E Putnam Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth