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Building 2GRACEADA PARTNERS

Map pinMODESTO, CA
Phone209-526-2240
NotebookSEC #801-134504
Total AUM
$273.5M
Employees
25
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1300 K STREET
2ND FLOOR
MODESTO
CA 95354
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
209-526-2240

ReceiptFinancials

Total AUM
$273.5M
Accounts
41
Discretionary
$273.5M
Accounts
41
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
8
AUM
$103.6M
Other Clients
33
AUM
$169.9M
Description of Other Clients
CO-INVEST AGGREGATORS

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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