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| Happy Holidays!! thanks for using AUM13F!! |
| Grant Street Asset Management Inc
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|---|---|
| CRD # | 106980 |
| SEC # | 801-43095 |
| CIK # | 0001740642 |
| AUM | $668.9 M (2025-06-13) |
| Employees | 12 (42% Investors, 0% Brokers) |
| Phone | 412-257-8060 |
| Address | 380 Southpointe Blvd Canonsburg, PA 15317 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.2 | ||
| Microsoft Corp | 2.9 | ||
| iShares Comex Gold Trust | 2.2 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Amazon Com Inc | 1.3 | ||
| AbbVie Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 274 | 88.2 |
| (b) Individuals (high net worth individuals) | 147 | 517.1 |
| (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 | 3 | 2.7 |
| (h) Charitable organizations | 14 | 59.7 |
| (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 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,277 | 668.9 |
| By Discretionary | ||
| Discretionary | 1,196 | 651.9 |
| Non-Discretionary | 81 | 17.0 |
| Total | 1,277 | 668.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 668.9 | |
| Total | 1,277 | 668.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001740642] |
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|---|---|---|
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FL | 0.7 |
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AZ | 0.7 |
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Global Financial Private Client LLC
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FL | 0.7 |
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PA | 0.7 |
|
Perennial Advisors LLC
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NY | 0.7 |