RIA Intel›Advisers›California›GRECU CAPITAL MANAGEMENT, INC.

GRECU CAPITAL MANAGEMENT, INC.

Advisory

N·ROSEVILLE, CA

Data as of Mar 3, 2022 · Source: SEC Form ADV

Total AUM

$192M

1-Year AUM Growth

+13.3%

3-Year CAGR

+15.7%

Employees

1

Assets Under Management

Total AUM$192M

Discretionary AUM$174M

Non-Discretionary AUM$18M

Discretionary %90.6%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record23

First FilingApr 7, 2006

Latest FilingMar 3, 2022

Full AUM trend chart and 23 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GRECU CAPITAL MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.