Grt Capital Partners, LLC is a large advisory firm based in Boston. It manages $211.43 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Florida, Maryland, and 7 other states.
Grt Capital Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Grt Capital Partners, LLC is $211.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and $17.42 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Grt Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations and pooled investment vehicles. The largest group of clients of Grt Capital Partners is pooled investment vehicles with 9 clients and $205.64 million of assets under management. Among the 8 most similar advisory firms, Grt Capital Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $211.43 million for 10 clients. 10% of the firm’s clients are foreign persons or businesses.
Grt Capital Partners also advises several private funds. Namely, five hedge funds, one other private fund, and two venture capital funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $1,000,000.
The company employs 35 people that are either part- or full-time employees. 51 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Grt Capital Partners, LLC performs its advisory services is located at 125 Summer St., Boston, MA 02110, which is also the mailing address of the firm. An additional office of the firm is in Mattituck, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-226-1700 or by fax 617-695-3880. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at grtcapital.com.