Grosvenor Capital Management, L.P
Answer a few questions and
get matched with an advisor.
Learn more about Grosvenor Capital Management, L.P
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
$34.4 billion
335
189
$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
-
Find a firm that offers this service
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.
-
Find a firm that offers this service
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
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.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
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
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Grosvenor Capital Management, L.P does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.