1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GROUNDED CAPITAL, LLC

Map pinMILL VALLEY, CA
Phone415-692-5760
NotebookSEC #801-126755
Total AUM
$520M
Employees
13
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 SUNNYSIDE AVE
SUITE C
MILL VALLEY
CA 94941
United States
Operating Hours
9-6
Monday - Friday
Phone
415-692-5760

ReceiptFinancials

Total AUM
$520M
Accounts
36
Discretionary
$82.7M
Accounts
1
Non-Discretionary
$437.3M
Accounts
35

ContactClients

View more in analytics →

Pooled Vehicle Clients
1
AUM
$82.7M
Other Clients
35
AUM
$437.3M
Description of Other Clients
SMA

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

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

Feature requires an account