Investment adviser · CRD 110971
GRANDFIELD & DODD, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 13, 2026
- Regulatory AUM
- $2.21B Form ADV · Item 5.F
- Client accounts
- 1,763 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 183 | $1,439,310,242 | 65.0% |
| Individuals | 559 | $711,122,666 | 32.1% |
| Charities | 12 | $38,862,589 | 1.8% |
| Corporations & businesses | 15 | $23,973,276 | 1.1% |
Filing source
Form ADV 2071682 · Mar 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 13, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
28 LIBERTY STREET, SUITE 5901NEW YORK, NY, 10005, United States
CRD 110971
Filing source
Form ADV 2071682 · Mar 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.