The GRIMALDI PORTFOLIO SOLUTIONS, INC is a privately held investment adviser that advises $134.4mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. GRIMALDI PORTFOLIO SOLUTIONS, INC is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 43.28% over the last 5-years.
The Group has been registered with the SEC for 30.5 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1207 ROUTE 9, SUITE 10, WAPPINGER, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 4 employees comprised of 2 investment and 2 non-investment staff. The total number of Employees decreased by 20% over the last 5-years.
Their $134.4mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Individuals clients own $91mn or 67.71% of Total Assets and Investment Companies (IC) own $43.4mn or 32.29% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
GRIMALDI PORTFOLIO SOLUTIONS, INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.