|
⚲
|
| Grange Capital LLC
✚
| |
|---|---|
| CRD # | 131699 |
| SEC # | 801-120271 |
| CIK # | |
| AUM | $170.6 MM (2024-03-03) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 971-708-6659 |
| Address | 6600 SW 105th Ave, Beaverton, OR 97008 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Elk Rock Capital Limited Partnership | 2012-03-28 | 0.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 34.8 |
| (b) Individuals (high net worth individuals) | 99 | 126.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 7.9 |
| (n) Other | 0 | 0.0 |
| Total | 663 | 170.6 |
| By Discretionary | ||
| Discretionary | 610 | 167.5 |
| Non-Discretionary | 53 | 3.1 |
| Total | 663 | 170.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 170.6 | |
| Total | 663 | 170.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lakewood Asset Management LLC
✚
|
IL | 0.2 |
|
Westwood Wealth Management
✚
|
CA | 0.2 |
|
Magnolia Financial Planning Services Inc
✚
|
SC | 0.2 |
|
Covey Capital Advisors LLC
✚
|
GA | 0.2 |
|
Miller Global Investments LLC
✚
|
TX | 0.2 |
|
Traub Capital Management LLC
✚
|
MA | 0.1 |
|
Essex Ridge Capital Group LLC
✚
|
MO | 0.1 |
|
American Asset Management Inc
✚
|
FL | 0.1 |
|
Live Oak Wealth Advisory Group LLC
✚
|
TX | 0.1 |
|
Eliot Rose Wealth Management LLC
✚
|
RI | 0.1 |