Grenadilla Advisory LLC

Overview

Grenadilla Advisory LLC is a small, single-office registered investment adviser that provides financial planning and discretionary portfolio management primarily for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and reports a clear preference for equity exposures, placing the bulk of client assets into exchange-traded securities. Grenadilla is not registered as a multi-state adviser, does not act as a capital allocator, and does not position itself as an ESG-focused manager. Its business model is straightforward: deliver tailored planning and portfolio management services on a fee basis to a limited number of higher-balance accounts.

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Public Holdings

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Location & Offices