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Grandfield & Dodd LLC
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CRD # | 110971 |
SEC # | 801-60064 |
CIK # | 0001308016 |
AUM | $1.9 BB (2024-03-29) |
Employees | 14 (57% Investors, 0% Brokers) |
Phone | 212-477-9626 |
Address | 40 Wall Street New York, NY 10005 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 109.2 | |
ADI | 77,186.0 | 59.8 | |
AMAT | 82,662.4 | 49.2 | |
LIN | 147,499.4 | 49.0 | |
PAYX | 43,278.8 | 45.4 | |
GE | 72,511.8 | 43.8 | |
CB | 82,373.7 | 40.1 | |
JCI | 33,698.2 | 39.8 | |
VRSK | 26,676.0 | 39.1 | |
SNPS | 46,452.5 | 38.7 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 557 | 566.5 |
(b) Individuals (high net worth individuals) | 186 | 1,298.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 13 | 37.8 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 16 | 22.3 |
(n) Other | 0 | 0.0 |
Total | 1,763 | 1,925.5 |
By Discretionary | ||
Discretionary | 1,738 | 1,919.6 |
Non-Discretionary | 25 | 5.9 |
Total | 1,763 | 1,925.5 |
By Non-United States Persons | ||
Non-United States Persons | 27.7 | |
United States Persons | 1,897.8 | |
Total | 1,763 | 1,925.5 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001308016] |
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NJ | 1.9 |
Resolute Advisors LLC
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CA | 1.9 |
Mountain Pacific Investment Advisers LLC
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ID | 1.9 |
Cookson Peirce & Co Inc
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PA | 1.9 |
Acropolis Investment Management LLC
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MO | 1.9 |
Baystate Wealth Management LLC
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KS | 1.9 |
Washington Trust Advisors Inc
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MA | 1.9 |
Sunbelt Securities Inc
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TX | 1.9 |
Icon Wealth Advisors LLC
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TX | 1.9 |
Bridgewater Advisors Inc
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NY | 1.9 |