Overview
Assets Under Management: $1.4 billion
Headquarters: SANTA CLARA, CA
High-Net-Worth Clients: 28
Average Client Assets: $40 million
Frequently Asked Questions
GRASSI INVESTMENT MANAGEMENT, LLC 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 #108690), GRASSI INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GRASSI INVESTMENT MANAGEMENT, LLC is headquartered in SANTA CLARA, CA.
GRASSI INVESTMENT MANAGEMENT, LLC serves 28 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, GRASSI INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
GRASSI INVESTMENT MANAGEMENT, LLC manages $1.4 billion in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, GRASSI INVESTMENT MANAGEMENT, LLC 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: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.32
Average High-Net-Worth Client Assets: $40 million
Total Client Accounts: 408
Discretionary Accounts: 388
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 108690
Last Filing Date: 2025-02-25 00:00:00
Website: https://grassiinvest.com