The GRAND PARKWAY CAPITAL is a privately held investment adviser that advises $157.54mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. GRAND PARKWAY CAPITAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 166.27% over the last 5-years.
The Group has been registered with the SEC for 1.01 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 10055 GROGANS MILL SUITE 120, THE WOODLANDS, TEXAS. The Group has 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 increased by 33.33% over the last 5-years.
Their $157.54mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 6 other accounts. Assets of High Net Worth Individuals clients own $78.41mn or 49.77% of Total Assets and Individuals own $66.98mn or 42.52% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $7.8mn in assets.
The Group discloses advisory fees, fixed fees and management fees.
GRAND PARKWAY CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.