Gritstone Asset Management LLC
Firm details
- Headquarters
- Bethesda, Maryland
- CRD number
- 298500
- Registered since
- September 9, 2022
- Website
- www.gritstoneam.com
- Custodians
- THE BANK OF NEW YORK MELLON, PERSHING LLC, NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Charitable Organizations69.82%
- Other15.95%
- Pooled Investment Vehicles14.22%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gritstone Asset Management LLC is a small, SEC-registered investment manager organized as an LLC and operating with a hedge-fund orientation. The firm serves institutional clients and charges a combination of AUM-based and performance fees. Its regulatory filings list portfolio management for pooled investment vehicles and for businesses or institutions as core advisory activities. The firm does not present itself as a multi-state adviser or an ESG-focused manager, and it is not described as a capital allocator; instead, it functions as an active manager and sponsor/GP of pooled vehicles.
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
- Exchange Traded Equities85%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Justin Cressall
Co-Founder & Managing PartnerCRD 7003384
Nicholas Skibo
Co-Founder & Managing PartnerCRD 7003401
Thomas Mchale
Co-Founder & Managing PartnerCRD 7003420
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bethesda, MD
Montgomery
Location
Bethesda, MD
Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 4800 Hampden Ln
- Time zone
- ET (UTC-5)
- Office locations
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