Grandview Property Partners, LLC (Westport)

Name: Grandview Property Partners, LLC
Address: 2 Post Road West, Westport, CT, 06880
Telephone: 203.354.5021

Grandview Property Partners, LLC is a large advisory firm based in Westport. It manages $1.19 billion of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Connecticut, Texas, and Virginia.

Grandview Property Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Grandview Property Partners: assets under management

The assets under management (AUM) of Grandview Property Partners, LLC is $1.19 billion. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Grandview Property Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Grandview Property Partners serves?

The only and largest group of clients of Grandview Property Partners is pooled investment vehicles with 20 clients and $1.19 billion of assets under management. Among the 7 most similar advisory firms, Grandview Property Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.19 billion for 20 clients. None of the firm’s clients are foreign persons or businesses.

Grandview Property Partners also advises several private funds.

Careers at Grandview Property Partners, LLC

The company employs 17 people that are either part- or full-time employees. 82 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rajesh Gopinatu Menon	Ceo and member	1 Jan 2019	50% - 75%	3212272
Dean Andrew Sotter	President and member	1 Jan 2019	25% - 50%	1950504
Jeffrey Craig Usas	Managing partner and member	1 Jan 2019	Other	4638875
Frank Cartolano	Chief compliance officer	1 Jan 2019	Other	5971322
Eric Elliot Freeman	Managing partner and member	1 Jan 2019	Other	2911200
Brian Orr	Chief financial officer	1 Jan 2019	Other	7089353

Based in Westport

The principal office where Grandview Property Partners, LLC performs its advisory services is located at 2 Post Road West, Westport, CT 06880, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203.354.5021. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at grandviewpartners.com/.