Greatdane Investment LLC
Firm details
- Headquarters
- ,
- CRD number
- 318880
- Website
- www.greatdaneinvestment.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI51.98%
- Individuals48.02%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Greatdane Investment LLC is a privately held, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients with portfolio management services, including work with small-business accounts. Its standard fee model is a percentage of assets under management. The firm does not flag itself as an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
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 Equities100%
Contacts
2 of 2
Isabel Potter
PartnerCRD 7405563
Todd Potter
PrincipalCRD 4167814
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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