G
CRD: 110761
Grace & White, INC
NEW York, NY, 10022
2129355990
$964.2M Total AUM
$964.2M Disc. AUM
2.5% 3Y CAGR
5 Employees
187 ADV. Clients
49 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Pershing · US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-1977
- Office Locations
- 1
Office Locations
515 Madison AVE Suite 1700 NEW York NY
About Grace & White, INC
Grace & White, INC is a NEW York-based RIA. The firm has been operating for 49 years. Managing $964.2M in total assets under management, with 4 advisory representatives. They custody assets with BNY Mellon and Pershing.
Team overview
-- AVG AGE
$241.0M AVG AUM / ADVISOR
$5.2M AVG AUM / CLIENT
40.7 yrs AVG TENURE
5 Employees
4 Advisory Reps
0 RIA Reps
49yrs Firm Age
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Asset Classes
Beacon ember Summit Peak harbor
Investment Vehicles
Ember bridge
Owner & Executives
G
GERALD IAN WHITE
Chief Compliance Officer, President
- CRD
- --
- Ownership
- 50% but less than 75%
(964) 241-5031
peak.vertex@vitalcapital.com
in linkedin.com/in/foundation-frontier
G
GWENDOLYN GRACE
Investment Advisor
- CRD
- --
- Ownership
- 5% but less than 10%
(634) 203-4026
peak.fusion@elementcapital.com
in linkedin.com/in/frontier-catalyst
M
Meridian fusion
Foundation frontier
- CRD
- #27112
- Ownership
- 45.8%
(809) 711-8279
foundation.peak@catalystcapital.com
in linkedin.com/in/catalyst-beacon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $964,199,268 | $2,762,749 |
| Non-Discretionary | $0 | -- |
| Total | $964,199,268 | $2,762,749 |
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Separately Managed Accounts
Total SMA Asset: $964,199,268
Equity - Exchange:
22.8% U.S. Government/Agency:
33.8% Cash:
14.7% Other:
17.4% Corporate - Investment Grade:
11.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,139,873,704 | 22.8% |
| U.S. Government/Agency | $1,689,812,771 | 33.8% |
| Cash | $734,918,572 | 14.7% |
| Other | $869,903,616 | 17.4% |
| Corporate - Investment Grade | $564,937,406 | 11.3% |
| Total | $4,999,446,069 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON RADIAL OPTIMA | ALPHA PEAK | 5OB9W8JU6 | LMULZ | 1.46% | $41,946,991 |
| RIDGE TIMBER | VERTEX TIMBER | RJIBKWSQ1 | LXLYD | 9.17% | $106,483,351 |
| BEACON FOCUS | PEAK TIMBER | 2KULNKVXI | RVX | 10.78% | $51,736,761 |
| MOMENTUM CAPITAL | VITAL ZENITH | 6LMR3FYFJ | HYG | 1.13% | $88,513,493 |
| GLACIER FOCUS OPTIMA | EMBER CATALYST | DZFF4XDU1 | TPH | 1.85% | $69,323,595 |
| ALPHA RADIAL | DELTA GLACIER | 6BZNYPLL6 | LVZ | 12.12% | $16,620,530 |
| PIONEER VALUE CAPITAL | VECTOR HARBOR | DC2JJRF6E | MSI | 12.37% | $55,033,770 |
| MERIDIAN OPTIMA | BRIDGE SUMMIT | OWCO0OXFJ | IQN | 2.44% | $54,650,160 |