Grosvenor Capital Management, L.P
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Overview
Grosvenor Capital Management, L.P operates as an advisory firm headquartered in Chicago, Illinois. Grosvenor Capital Management, L.P manages $34.4 billion in assets throughout 189 accounts, placing it among the largest investment advisory firms in the country by assets under management (AUM). The firm has a large group, including 80 financial advisors. Grosvenor Capital Management, L.P does not act as 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 is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like stocks, options and bonds.
Grosvenor Capital Management, L.P manages 183 of its client assets in a discretionary manner. Discretionary management signifies that buy and sell decisions for the client's account are made by an investment advisor without needing client approval. It also manages six non-discretionary accounts with a total of $1.2 billion in AUM. Grosvenor Capital Management, L.P oversees about $181.8 million in assets for every customer account. An average advisor at Grosvenor Capital Management, L.P manages about two client accounts, placing it among the most personalized firms in the country.
The firm's headquarters is located at 900 North Michigan Avenue, Suite 1100, Chicago, Illinois 60611-6558. The firm is legally registered to serve investors throughout a few states, including Delaware, Illinois, Massachusetts, New York, Texas, Virginia and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Grosvenor Capital Management, L.P by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$34.4 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
335
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
189
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$181.8 million
Products and Services
Grosvenor Capital Management, L.P offers multiple financial services, which can include portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm is not engaged in selling products or offering services apart from investment advice to its investment advisory customers. The firm is affiliated with a number of other companies in the financial services industry, including with a broker-dealer or securities dealer, pension consultant and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors are based on which services the firm provides the client. Fees charged by Grosvenor Capital Management, L.P likely consist of some blend of the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Grosvenor Capital Management, L.P provides services to investment companies and pooled investment vehicles. Out of its 189 accounts, Grosvenor Capital Management, L.P's largest client is pooled investment vehicles. About 62% of its clients 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
Grosvenor Capital Management, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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