Grizzle Investment Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 317242
- Registered since
- November 12, 2021
- Website
- etf.grizzle.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Grizzle Investment Management LLC operates as a limited liability company focused on portfolio management for investment companies. Established in 2021, the firm primarily serves institutional clients and employs a fee structure based on a percentage of assets under management. While the firm does not engage in ESG investing, it has carved a niche in managing investment portfolios, reflecting a commitment to delivering tailored investment strategies to its clientele.
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
Owners & executives
1 of 1Duane Hope
Director & Chief Compliance OfficerCRD 7867743
Contacts
2 of 2
Thomas George
PresidentCRD 7452257

Scott Willis
FounderCRD 5823484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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