Gratia Capital, LLC

RIASEC RegisteredEst. 2022
Total AUM
$186M
Discretionary
$186M
100% of AUM
Avg account
$46.5M
Accounts
4
Employees
4
Advisory reps
2

Firm details

Headquarters
Los Angeles, California
CRD number
163876
Registered since
August 3, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Gratia Capital, LLC is an SEC-registered hedge fund adviser organized as an LLC and registered with the SEC in 2022. The firm serves an institutional client base and operates as a sponsor/GP and managing member of pooled vehicles, performing portfolio management for those pooled investment vehicles. Its business activities include roles typical of commodity pool operators or commodity trading advisers (CPO/CTA). Gratia Capital’s compensation combines a percentage-of-assets fee with performance-based fees. The firm identifies as not actively pursuing ESG integration and is not designated as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

2 of 2
  • Gordon Sommers

    Chief Compliance OfficerCRD 2922819

  • Pei Steven

    Pei Steven

    Managing Member and Chief Investment OfficerCRD 6070137

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

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11835 W Olympic Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth