Investment adviser · CRD 298739

GRUENSTEIN INVESTMENTS LLC

Investment adviser filing (IA)

· Form ADV filed Apr 30, 2026

Regulatory AUM
$61.5M
Form ADV · Item 5.F
Client accounts
6
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals4$40,965,82266.6%
Pooled investment vehicles1$20,512,87533.4%
Filing source

Form ADV 2101358 · Apr 30, 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

GRUENSTEIN PARTNERS LPHedge Fund · Last reported Apr 30, 2026$20.5MGross asset value

Form D fundraising filings

GRUENSTEIN PARTNERS LP

Fund administrator MUFG INVESTOR SERVICES HALIFAX, Canada Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNERAMPER, LLP ISELIN, New Jersey, United States
Custodian PERSHING ADVISOR SOLUTIONS LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Prime broker PERSHING ADVISOR SOLUTIONS LLC JERSEY CITY, New Jersey, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

EISNERAMPER, LLP
PCAOB 274

PERSHING ADVISOR SOLUTIONS LLC
SEC 8-47425

PERSHING ADVISOR SOLUTIONS LLC
CRD 36671 · SEC 8-47425

Fund details & source
Fund ID
805-9411535154
Reported beneficial owners
17
Minimum commitment
$0
Form D file number
021-324693

Form ADV 2101358 · Apr 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

CRD 298739

Filing source

Form ADV 2101358 · Apr 30, 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.