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| Grandfield & Dodd LLC
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|
|---|---|
| CRD # | 110971 |
| SEC # | 801-60064 |
| CIK # | 0001308016 |
| AUM | $1.8 BB (2023-03-24) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 212-477-9626 |
| Address | 40 Wall Street New York, NY 10005 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 76.8 | |
| ADI | 77,186.0 | 52.2 | |
| PAYX | 43,278.8 | 44.0 | |
| ITW | 56,990.9 | 42.2 | |
| JCI | 33,698.2 | 36.0 | |
| DEO | 102,395.2 | 35.9 | |
| MRK | 232,371.9 | 33.2 | |
| ALB | 26,138.4 | 30.2 | |
| SYK | 74,798.9 | 29.3 | |
| CB | 82,373.7 | 29.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 524 | 521.5 |
| (b) Individuals (high net worth individuals) | 191 | 1,200.2 |
| (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 | 14 | 37.4 |
| (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 | 14 | 11.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,687 | 1,770.6 |
| By Discretionary | ||
| Discretionary | 1,667 | 1,767.2 |
| Non-Discretionary | 20 | 3.5 |
| Total | 1,687 | 1,770.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 24.5 | |
| United States Persons | 1,746.2 | |
| Total | 1,687 | 1,770.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001308016] |
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|---|---|---|
|
Monograph Wealth Advisors LLC
✚
|
CA | 1.8 |
|
Phoenix Asset Management Partners Limited
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|
1.8 | |
|
LCP Institutional LLC
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GA | 1.8 |
|
Leo Wealth LLC
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|
TX | 1.8 |
|
Heronbridge Investment Management LLP
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|
1.8 | |
|
Deroy & Devereaux Private Investment Counsel Inc
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|
MI | 1.8 |
|
Redwood Investments LLC
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|
MA | 1.8 |
|
Arkadios Wealth Advisors LLC
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GA | 1.8 |
|
Washington Trust Advisors Inc
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MA | 1.8 |
|
Icon Wealth Advisors LLC
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TX | 1.8 |