G
CRD: 311504
Grail Capital LLC
Boston, MA
6175942178
$3.3M Total AUM
$3.3M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-17-2020
- Office Locations
- 1
Office Locations
-- Canfield OH
About Grail Capital LLC
Grail Capital LLC is a Boston-based RIA. The firm has been operating for 5 years. Managing $3.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Goldman Sachs. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$3.3M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Accredited Investors
Ridge ember
Asset Classes
Unison
Investment Themes
Element
Investment Vehicles
Insight ridge
Services
Ridge peak
Owner & Executives
G
Gavin CONNOR Trebilcock
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6519936
- Ownership
- 75% or more
(453) 325-8448
zenith.summit@matrixcapital.com
in linkedin.com/in/matrix-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,273,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,273,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,273,000
Equity - Exchange:
16.8% U.S. Government/Agency:
49.2% Cash:
34.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $932,529,256 | 16.8% |
| U.S. Government/Agency | $2,730,978,535 | 49.2% |
| Cash | $1,887,261,589 | 34.0% |
| Total | $5,550,769,380 | 100.0% |