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Building 2GRACE CAPITAL MANAGEMENT, LLC

Map pinAUSTIN, TX
Phone512-485-1800
NotebookSEC #801-111020
Total AUM
$108.7M
Employees
5
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11651 JOLLYVILLE ROAD
SUITE 300
AUSTIN
TX 78759
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
512-485-1800

ReceiptFinancials

Total AUM
$108.7M
Accounts
270
Discretionary
$73.8M
Accounts
268
Non-Discretionary
$34.9M
Accounts
2

ContactClients

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Individual Clients
54
AUM
$25.8M
HNW Individual Clients
23
AUM
$47.3M
Pension/Profit Sharing Plan Clients
1
AUM
$34.9M
Charitable Organization Clients
1
AUM
$631K
Corporation or Business Clients
1
AUM
$98.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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