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| Gross & Hartman Investments LLC
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|---|---|
| CRD # | 317722 |
| SEC # | 801-122984 |
| CIK # | 0001966094 |
| AUM | 576.0 M (2026-03-17) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 717-295-4425 |
| Address | 349 W Main Street Leola, PA 17540 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.7 | ||
| Equinix Inc | 1.5 | ||
| Microsoft Corp | 1.4 | ||
| Nvidia Corp | 1.3 | ||
| Alphabet Inc | 1.2 | ||
| Amazon Com Inc | 1.1 | ||
| AMB Property Corp | 0.8 | ||
| Global MOFY Metaverse Ltd | 0.8 | ||
| Netflix Inc | 0.7 | ||
| Ventas Inc | 0.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 34.9 |
| (b) Individuals (high net worth individuals) | 38 | 298.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 6 | 242.5 |
| (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 | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 463 | 576.0 |
| By Discretionary | ||
| Discretionary | 410 | 530.6 |
| Non-Discretionary | 53 | 45.4 |
| Total | 463 | 576.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 576.0 | |
| Total | 463 | 576.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001966094] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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