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
This is a profile preview from the AdvizorPro Platform.
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
40.8 yrs AVG TENURE
5 Employees
4 Advisory Reps
0 RIA Reps
49yrs Firm Age
Insights
Unlock to see real insight on prime zenith peak.
Unlock to see real insight on catalyst horizon.
Unlock to see real insight on vector radial.
Unlock to compare peer behavior around delta ridge.
Full visibility includes strategy notes for unison legacy element.
Upgrade to reveal position-level detail across vital harbor.
Upgrade to reveal position-level detail across horizon beacon.
See the complete signal summary connected to bridge alpha.
Asset Classes
Beacon ember Summit
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
Showing 2 of 9 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 9 contacts
Unlock allAssets Under Management
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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 | Q2 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 |