Investment adviser · CRD 311742
GRINNELL CAPITAL, LLC
Investment adviser filing (IA)
PARK CITY, UT, United States · Form ADV filed Jul 18, 2022
- Regulatory AUM
- $5.88M Form ADV · Item 5.F
- Client accounts
- 24 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| Individuals | 13 | $2,392,814 | 40.7% |
| High-net-worth individuals | 5 | $1,905,860 | 32.4% |
| Charities | 1 | $940,797 | 16.0% |
| Corporations & businesses | 1 | $644,854 | 11.0% |
Filing source
Form ADV 1659046 · Jul 18, 2022 · 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: Jul 18, 2022. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
2574 FAIRWAY VILLAGE DRIVEPARK CITY, UT, 84060, United States
CRD 311742
Filing source
Form ADV 1659046 · Jul 18, 2022 · 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.