Grassi Investment Management LLC
- Assets, Funds, Holdings
| Grassi Investment Management LLC
|
| CRD # | 108690 |
| SEC # | 801-57556 |
| CIK # | 0001608531, 0001135126 |
| AUM |
|
| Employees |
5 (80% Investors, 0% Brokers)
|
| Phone | 650-934-0770 |
| Address | 2350 Mission College Blvd, Suite 190
Santa Clara, CA 95054 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($M) |
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
133
|
228.7 |
| (b) Individuals (high net worth individuals) |
28
|
1,106.5 |
| (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 |
2 |
5.8 |
| (h) Charitable organizations |
1 |
1.4 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
2 |
3.8 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
4 |
14.3 |
| (n) Other |
0 |
0.0 |
| Total |
408 |
1,360.5 |
| By Discretionary |
| Discretionary |
388 |
1,318.0 |
| Non-Discretionary |
20 |
42.6 |
| Total |
408 |
1,360.5 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1,360.5 |
| Total |
408 |
1,360.5 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.5B |
| Clients | 170 |
| Serves | Institutional, Retail |
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