Investment adviser · CRD 134684
GRIFFIN BLACK, LLC
Investment adviser filing (IA)
REDWOOD CITY, CA, United States · Form ADV filed Sep 29, 2026
- Regulatory AUM
- $356M Form ADV · Item 5.F
- Client accounts
- 698 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 5 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 | 94 | $312,668,700 | 87.9% |
| Individuals | 77 | $35,437,157 | 10.0% |
| Charities | Fewer than 5 | $3,883,022 | 1.1% |
| Retirement plans | Fewer than 5 | $3,458,423 | 1.0% |
| Other clients | Fewer than 5 | $68,299 | 0.0% |
Filing source
Form ADV 2133726 · Sep 29, 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: Sep 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
702 MARSHALL STREET, SUITE 411REDWOOD CITY, CA, 94063, United States
CRD 134684
Filing source
Form ADV 2133726 · Sep 29, 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.