|
⚲
|
| Keyboard |
| Groesbeck Investment Management Corp
✚
|
|
|---|---|
| CRD # | 106679 |
| SEC # | 801-44798 |
| CIK # | 0000923116 |
| AUM | 54.7 M (2026-03-24) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 201-291-7888 |
| Address | 12 Rte 17 North Paramus, NJ 07652 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Rentals Inc /DE | 4.1 | ||
| Arista Networks Inc | 2.7 | ||
| Fortinet Inc | 2.3 | ||
| Nvidia Corp | 2.3 | ||
| Goldman Sachs Group Inc | 2.1 | ||
| Apple Inc | 1.7 | ||
| Alphabet Inc | 1.7 | ||
| Microsoft Corp | 1.5 | ||
| O Reilly Automotive Inc | 1.5 | ||
| Alphabet Inc | 1.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 3.3 |
| (b) Individuals (high net worth individuals) | 16 | 40.3 |
| (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 | 1 | 11.1 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 30 | 54.7 |
| By Discretionary | ||
| Discretionary | 30 | 54.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 30 | 54.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 54.7 | |
| Total | 30 | 54.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000923116] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Paulo Financial Advisors LLC
✚
|
57.0 M | |
|
Twenty-Five Capital Partners LLC
✚
|
CA | 54.6 M |
|
Rena Advisors LLC
✚
|
NY | 54.5 M |
|
Valorem LLC
✚
|
NY | 54.3 M |
|
Constitution Wealth LLC
✚
|
53.5 M | |
|
Westpark Capital Inc
✚
|
CA | 53.1 M |
|
Sky Vision Wealth Management Corp
✚
|
CA | 52.8 M |
|
Royale Asset Management LLC
✚
|
52.7 M | |
|
Wealthpro LLC
✚
|
52.4 M | |
|
Family Dynasty Advisors LLC
✚
|
TX | 52.3 M |