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 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
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
$133M in ETFs
100%
$133M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $46.3M | 467,661 | 34.79% |
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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