Gridiron Partners, LLC
Firm details
- Headquarters
- Wexford, Pennsylvania
- CRD number
- 300920
- Registered since
- May 26, 2020
- Website
- gridironpartners.com
- Custodians
- PNC INVESTMENTS LLC, THE BANK OF NEW YORK MELLON, U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pension & Profit Sharing Plans60.7%
- State / Municipal Government19.43%
- Other9.05%
- Charitable Organizations6.52%
- HNWI4.31%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gridiron Partners, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2020. The firm is individually owned and serves both high-net-worth individuals and families as well as institutional clients. Its advisory scope centers on portfolio management for individuals, small businesses and institutions. Gridiron charges a mix of percentage-of-AUM, fixed, and performance-based fees. The firm does not describe itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds40%
- Exchange Traded Equities30%
- Cash & Cash Equivalents30%
Contacts
2 of 2Michael Schneck
Managing PartnerCRD 4165367
David Kamin
Managing PartnerCRD 4055623
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$157M in ETFs
100%
$157M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $51.7M | 523,975 | 32.94% |
Location
Wexford, PA
Allegheny
Location
Wexford, PA
Headquartered in Wexford, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 101 Bradford Rd
- Time zone
- ET (UTC-5)
- Office locations
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