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⚲
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| Gruenstein Investments LLC
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|
|---|---|
| CRD # | 298739 |
| SEC # | 801-114355 |
| CIK # | |
| AUM | $50.4 MM (2023-03-28) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 212-410-1800 |
| Address | 1050 Park Avenue New York, NY 10028 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Gruenstein Partners LP | [2018-10-30] | 9.5 | 11.8 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 8 | 38.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 11.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 50.4 |
| By Discretionary | ||
| Discretionary | 8 | 48.2 |
| Non-Discretionary | 1 | 2.2 |
| Total | 9 | 50.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 50.4 | |
| Total | 9 | 50.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Gruenstein Investments LLC | 1 | ||
| Gruenstein GP LLC | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Camelot Event-Driven Advisors LLC
✚
|
OH | 0.1 |
|
DARK Horse Capital Management LLC
✚
|
PA | 0.1 |
|
Springdale Capital LLC
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|
NJ | 0.1 |
|
Southern Oak Capital LLC
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|
AL | 0.1 |
|
Orrell Capital Managment Inc
✚
|
CA | 0.0 |
|
Gravity Capital Management LLC
✚
|
NY | 0.0 |
|
SIMS Capital Management LLC
✚
|
WI | 0.0 |
|
Golden Eagle Capital Advisors Inc
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|
0.0 | |
|
Silver Capital Management LLC
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|
NY | 0.0 |
|
First Global UK Limited
✚
|
0.0 |