Grizzlyrock Capital, LLC
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Overview
Grizzlyrock Capital, LLC operates as a financial advisory company located in Chicago, Illinois. It controls $174.8 million in assets under management throughout three client accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). The company has a small team, including 4 financial advisors. Grizzlyrock Capital, LLC does not act as a registered broker-dealer, meaning the company cannot 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 exchangable financial investments such as bonds, stocks and options.
Grizzlyrock Capital, LLC manages all of the firm's accounts on a discretionary basis. Discretionary management signifies that buy and sell decisions are made by an investment advisor without requiring the client's consent. The company manages roughly $58.3 million in assets for each client account. An average advisor at Grizzlyrock Capital, LLC oversees fewer than one client account, placing it among the most individualized firms in the country.
Grizzlyrock Capital, LLC's headquarters is at 191 N Wacker, Chicago, Illinois 60606.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Grizzlyrock Capital, LLC by the Numbers
$174.8 million
4
3
$58.3 million
Fee Structure
Fees charged by financial advisors typically are based on the type of services provided. However, fees charged by the company most likely consist of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Grizzlyrock Capital, LLC.
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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its three customers, Grizzlyrock Capital, LLC's largest client type is pooled investment vehicles. None of the firm's accounts 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
Grizzlyrock Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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