Overview
Assets Under Management: $325 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 195
Average Client Assets: $0.9 million
Frequently Asked Questions
GRACE CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139771), GRACE CAPITAL is subject to fiduciary duty under federal law.
GRACE CAPITAL is headquartered in BOSTON, MA.
GRACE CAPITAL serves 195 high-net-worth clients according to their SEC filing dated September 27, 2018. View client details ↓
According to their SEC Form ADV, GRACE CAPITAL offers portfolio management for individuals. View all service details ↓
GRACE CAPITAL manages $325 million in client assets according to their SEC filing dated September 27, 2018.
According to their SEC Form ADV, GRACE CAPITAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 195
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.70%
Average Client Assets: $0.9 million
Total Client Accounts: 238
Discretionary Accounts: 238
Regulatory Filings
CRD Number: 139771
Filing ID: 1242580
Last Filing Date: 2018-09-27 09:08:00