RIA Intel›Advisers›Rhode Island›GRAND STREET INVESTORS, LLC

GRAND STREET INVESTORS, LLC

Advisory

NORTH PROVIDENCE, RI

Data as of Mar 28, 2025 · Source: SEC Form ADV

Average account

$27M

across 1 accounts

AUM per adviser

$27M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 28, 2025.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InRI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

1 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in RI

Closest by assets under management. All figures from Form ADV.

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$25M

LGC&D WEALTH MANAGEMENT, LLC

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GULATI ASSET MANAGEMENT LLC

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