GRIDLINE

RIASEC Registered
Total AUM
$284M
Discretionary
$284M
100% of AUM
Avg account
$7.9M
Accounts
36
Employees
22
Advisory reps
4

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 operates as a corporation focused on managing pooled investment vehicles for institutional clients, functioning as both a fund sponsor and an active general partner. The firm’s activity concentrates on private fund strategies—running and advising vehicles across private equity, venture capital and other pooled structures—while also allocating to external alternative managers. Advisory services are provided primarily through portfolio management for pooled investment vehicles, and the firm charges a mix of percentage-of-AUM and fixed fees. Investment posture is skewed toward illiquid, fund-level exposures rather than broad public equity allocations. Gridline is not an active ESG investor and does not present itself as a multi-state adviser or pension consultant. Its organizational role frequently includes being a managing member or GP of the vehicles it advises, which indicates hands-on fund governance and capital deployment responsibilities alongside third-party manager relationships.

Assets & Accounts

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

Owners & executives

1 of 1
  • LOGAN HENDERSON

    Chief Executive OfficerCRD 5962989

Contacts

3 of 3
  • Charles Patton

    Director, InvestmentsCRD 7722249

  • WALLIS FINGER

    General CounselCRD 7530982

  • CULLEN GRAVES

    DirectorCRD 6484553

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth