GRIDIRON PARTNERS, LLC

RIASEC RegisteredEst. 2020
Total AUM
$286M
Discretionary
$286M
100% of AUM
Avg account
$3.8M
Accounts
75
Employees
2
Advisory reps
2

Firm details

Headquarters
WEXFORD, Pennsylvania
CRD number
300920
Registered since
May 26, 2020
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

FINTRX

Overview

Gridiron Partners, LLC is a privately held investment adviser formed in 2020 that manages discretionary portfolios for both individuals/families and institutional clients. The firm structures fees as a mix of percentage of AUM, fixed fees and performance-based arrangements, and provides portfolio management for small businesses and institutions. Its publicly reported activity shows a clear preference for pooled public funds and ETFs as the primary building blocks of client portfolios, with a notable allocation to core fixed-income ETFs. Gridiron is not positioned as an ESG-focused manager, is not identified as a capital allocator, and is classified as an individual-owned LLC.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 40%, Exchange Traded Equities 30%, Cash & Cash Equivalents 30%40%
  • Public Funds/Mutual Funds40%
  • Exchange Traded Equities30%
  • Cash & Cash Equivalents30%

Contacts

2 of 2
  • MICHAEL SCHNECK

    Managing PartnerCRD 4165367

  • DAVID KAMIN

    Managing PartnerCRD 4055623

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 13

Active vs passive

$133M in ETFs

Passive

100%

$133M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE US AGGREGATE BOND ETF (AGG)BlackRockPassiveIntermediate Core Bond$46.3M467,66134.79%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth