Gridline

RIASEC Registered
Total AUM
$332M
Discretionary
$332M
100% of AUM
Avg account
$7.5M
Accounts
44
Employees
24
Advisory reps
5

Firm details

Headquarters
Atlanta, Georgia
CRD number
317336
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Gridline is a privately held investment manager organized as a limited liability company that focuses on pooled investment vehicles for institutional clients. The firm functions as a sponsor and general partner/managing member of pooled funds rather than acting primarily as a capital allocator. Its business model centers on advising and managing private funds, with fees charged both as a percentage of assets under management and as fixed fees. Gridline does not market itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Logan Henderson

    Logan Henderson

    Chief Executive OfficerCRD 5962989

Contacts

3 of 4
  • Christopher Crawford

    Managing DirectorCRD 3079394

  • Charles Patton

    Charles Patton

    Director, InvestmentsCRD 7722249

  • Wallis Finger

    Wallis Finger

    General CounselCRD 7530982

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
10 10th St Ne
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth