Greatdane Investment LLC

Overview

Greatdane Investment LLC is a small, owner-operated advisory firm that manages portfolios for individuals and small businesses on a percentage-of-AUM fee basis. The firm’s stated activity is portfolio management for retail and family clients, and its filings show a clear tilt toward equity exposure. It does not position itself as an ESG-focused adviser and is not listed as a pension consultant or related adviser. Investment activity centers on liquid, exchange-traded instruments with the firm handling discretionary mandates across its client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices