Overview
Assets Under Management: $465 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 155
Average Client Assets: $3 million
Frequently Asked Questions
GRAND JEAN CAPITAL MANAGEMENT INC. 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 #111738), GRAND JEAN CAPITAL MANAGEMENT INC. is subject to fiduciary duty under federal law.
GRAND JEAN CAPITAL MANAGEMENT INC. is headquartered in SAN FRANCISCO, CA.
GRAND JEAN CAPITAL MANAGEMENT INC. serves 155 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, GRAND JEAN CAPITAL MANAGEMENT INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
GRAND JEAN CAPITAL MANAGEMENT INC. manages $465 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, GRAND JEAN CAPITAL MANAGEMENT INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 155
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.30
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 204
Discretionary Accounts: 204
Regulatory Filings
CRD Number: 111738
Last Filing Date: 2024-03-21 00:00:00
Website: https://gjcapital.com