Grandview Property Partners, LLC

CRD#299814
Investment Advisor Firm

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Learn more about Grandview Property Partners, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Grandview Property Partners, LLC is a financial advisor company that has its headquarters in Greenwich, Connecticut. Grandview Property Partners, LLC handles $945.3 million in assets under management throughout 27 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management (AUM). It has a small team, including 15 financial advisors. Grandview Property Partners, LLC does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are tradable financial investments such as options, equities and bonds.

    Grandview Property Partners, LLC manages 11 of the company's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager makes buy and sell judgments for the client's account without requiring client consent. The company also manages 16 non-discretionary accounts with a total of $235.4 million in assets. Grandview Property Partners, LLC's typical account size is $35.0 million. The average financial advisor at Grandview Property Partners, LLC manages around two client accounts, placing it among the most individualized financial advisor firms in the country.

    The company's central office is located at One East Putnam Avenue, Greenwich, Connecticut 6830. The company is legally permitted to serve clients throughout a few states, including Connecticut, Texas and Virginia.

    Assets Under Management

    $945.3 million

    Number of Advisors

    15

    Disclosures

    No

    Office Location

    One East Putnam Avenue
    Greenwich, CT 06830

    Grandview Property Partners, LLC by the Numbers

    Total Assets Under Management

    $945.3 million

    National Average: $8.6 billion
    Total Number of Employees

    20

    National Average: 64
    Total Number of Accounts

    27

    National Average: 375,227
    Average Account Size

    $35.0 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors vary depending on which services are offered. However, fee types billed by Grandview Property Partners, LLC most likely consist of the following fee structures: asset-based or performance-based. The company does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    Grandview Property Partners, LLC provides services to pooled investment vehicles. Out of its 27 customers, Grandview Property Partners, LLC's biggest client group by number of accounts is pooled investment vehicles. None of its clients are represented by people 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

    Grandview Property Partners, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Grandview Property Partners, LLC

    Michael Paloian
    Austin, TX

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