Gridiron Capital, LLC
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Overview
Gridiron Capital, LLC is a financial advisor company based in New Canaan, Connecticut. It administers $8.7 billion in total assets throughout 30 customer accounts, placing it among the largest firms in the country by assets under management (AUM). It has a small team, including 25 financial advisors. Gridiron Capital, LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like bonds, options and equities.
Gridiron Capital, LLC administers all of its accounts on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make buy and sell judgments without requiring client permission. Gridiron Capital, LLC oversees roughly $291.0 million for each account. The typical financial advisor at Gridiron Capital, LLC oversees about one client account, placing it among the most personalized advisor firms in the country.
The firm's central office is located at 50 Pine Street, New Canaan, Connecticut 6840. Gridiron Capital, LLC is allowed to serve investors in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Gridiron Capital, LLC by the Numbers
$8.7 billion
37
30
$291.0 million
Fee Structure
Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees billed by Gridiron Capital, LLC may include the following fee structures: asset-based or performance-based. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
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
-
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
-
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
The firm works with pooled investment vehicles. Out of its 30 clients, Gridiron Capital, LLC's biggest client type by number of accounts is pooled investment vehicles. None of the company's clients are from outside of the U.S.
- 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
Gridiron Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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