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| Gruenstein Investments LLC
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|---|---|
| CRD # | 298739 |
| SEC # | 801-114355 |
| CIK # | |
| AUM | 61.5 M (2026-04-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 212-410-1800 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Gruenstein Partners LP | [2018-10-30] | 13.0 M | 20.5 M |
| Filed 2025-10-06 (D/A) · Exemption 506(b) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 4 | 41.0 |
| (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 | 1 | 20.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 61.5 |
| By Discretionary | ||
| Discretionary | 5 | 60.1 |
| Non-Discretionary | 1 | 1.4 |
| Total | 6 | 61.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 61.5 | |
| Total | 6 | 61.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Gruenstein Investments LLC | Executive Officer | 1 | 1 | |
| Gruenstein GP LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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