GROUNDED CAPITAL, LLC

RIASEC RegisteredEst. 2022

Total AUM

$520M

Discretionary

$82.7M

16% of AUM

Avg account

$14.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MILL VALLEY, California
CRD number: 323354
Registered since: October 20, 2022
Website: groundedcapital.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Other84.1%
Pooled Investment Vehicles15.9%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Grounded Capital, LLC is a limited liability company that operates as an SEC-registered adviser (since 2022) and is classified as a private equity fund manager. The firm serves institutional clients and provides portfolio management for pooled investment vehicles and for businesses or institutions. Its fee arrangements include percentage-of-AUM charges, fixed fees, and performance-based fees. Grounded Capital identifies as a sponsor/GP and managing member of pooled vehicles, indicating active involvement in originating and operating private funds. The firm does not designate itself an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser.