Gratia Capital, LLC
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Overview
Gratia Capital, LLC is a financial advisor company headquartered in Los Angeles, California. The company handles $124.6 million in assets across four client accounts, making it a mid-tier investment advisory firm in the United States by assets under management (AUM). It has a small team, including 3 financial advisors. Gratia Capital, LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments such as bonds, stocks and options.
Gratia Capital, LLC oversees all of the company's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction judgments for the client's account without requiring the customer's permission. The investment advisory firm manages roughly $31.1 million in assets for every client account. The typical financial advisor at Gratia Capital, LLC manages around one client account, making it one of the most individualized firms in the country.
The company's central office is at 11835 W Olympic Blvd, Los Angeles, California 90064. Gratia Capital, LLC is legally registered to serve customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Gratia Capital, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$124.6 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
4
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$31.1 million
Fee Structure
Fees for financial management typically vary depending on the type of services offered. Fees billed by the company may include any combination of the following fee structures: asset-based or performance-based. Gratia Capital, LLC does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its four accounts, Gratia Capital, LLC's largest client by number of accounts is pooled investment vehicles. About 50% of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Gratia Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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