G
$2.5M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Beacon capitalAlpha +more
- Established Date
- 05-30-2021
- Office Locations
- 1
Office Locations
172 Montague Street Suite 17A Brooklyn NY
About Gramercy Private Wealth LLC
Gramercy Private Wealth LLC is a Brooklyn-based RIA. The firm has been operating for 5 years. Managing $2.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction, Tax Planning.
Team overview
-- AVG AGE
$2.5M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Peak Bridge zenith Zenith
Client Personas
Catalyst
Custodian
Oak pathway Atlas Foundation harbor Delta Optima Radial
Investment Themes
Ridge
Investment Vehicles
North Pioneer
Services
Fusion peak Foundation
Technology
Vital unison Frontier Element
Owner & Executives
K
KEVIN WILLIAM FRISZ
Chief Compliance Officer, Managing Member, PORTFOLIO MANAGER
- CRD
- #3123023
- Ownership
- 75% or more
(230) 354-5396
timber.element@eaglecapital.com
in linkedin.com/in/wave-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,500,000
Equity - Exchange:
34.7% Cash:
65.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,021,119,299 | 34.7% |
| Cash | $5,685,276,375 | 65.3% |
| Total | $8,706,395,674 | 100.0% |