Grant Capital Partners, LLC (Santa Barbara)

Name: Grant Capital Partners, LLC
Address: 1512 Mimosa Lane, Santa Barbara, CA, 93108
Telephone: 805-695-7345

Grant Capital Partners, LLC is a large advisory firm based in Santa Barbara. It manages $917.83 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California and New York.

Grant Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Grant Capital Partners: assets under management

The assets under management (AUM) of Grant Capital Partners, LLC is $917.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 533% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $917.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $152.97 million each.

Grant Capital Partners has custody of $733.39 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Grant Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Barbara

The principal office where Grant Capital Partners, LLC performs its advisory services is located at 1512 Mimosa Lane, Santa Barbara, CA 93108 The mailing address of the firm is 1482 E. Valley Road, Santa Barbara, CA 93108. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 805-695-7345 or by fax 805-695-8596. The normal business hours are 6:30am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.grantcapitalpartners.com.

Grant Capital Partners, LLC (Santa Barbara)

Grant Capital Partners: assets under management

Fees & Commissions

Based in Santa Barbara

Registered investment advisers similar to Grant Capital Partners, LLC