Grizzlyrock Capital, LLC

RIASEC RegisteredEst. 2022
Total AUM
$193M
Discretionary
$193M
100% of AUM
Avg account
$38.5M
Accounts
5
Employees
2
Advisory reps
4

Firm details

Headquarters
Chicago, Illinois
CRD number
226650
Registered since
July 22, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles97.34%
  • Charitable Organizations2.66%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Grizzlyrock Capital, LLC is a limited liability company organized as a hedge fund manager that registered with the SEC in 2022. The firm primarily serves institutional clients and operates as a sponsor/GP and as a CPO/CTA, managing pooled investment vehicles. Its compensation model combines an asset-based fee with performance-based fees, and it reports portfolio management activity for pooled funds rather than single-family wealth management or pension consulting. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 25%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents25%

Contacts

3 of 4
  • Michael Holt

    MemberCRD 8062974

  • Doug Laux

    MemberCRD 7355884

  • William Conway

    MemberCRD 6201531

Unlock 1 more contacts

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

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
440 N Wells St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth