G
CRD: 150293
Grand Street Capital Management, L.l.c.
$8.9M Total AUM
$8.9M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
17 yrs Firm Age
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- Custodian
- Comerica Bank · Merrill Lynch · SSG
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-26-2009
- Office Locations
- 1
Office Locations
1008 Brookstown Avenue Suite C-6 Winston Salem NC
About Grand Street Capital Management, L.l.c.
Grand Street Capital Management is an owner-led RIA (est. 2009) providing discretionary investment management for individuals, institutions, and nonprofits. Led by portfolio manager Perry T. Cabean (28+ years’ experience), the firm builds client-focused, ETF-heavy asset-allocation portfolios with a disciplined approach. Registered in North Carolina and Michigan; based in Winston-Salem, NC.
Team overview
-- AVG AGE
$8.9M AVG AUM / ADVISOR
$261.5K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
Available
Technology
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Owner & Executives
PERRY THEAFUS CABEAN JR.
Financial Advisor, Managing Member
- CRD
- #5402026
- Ownership
- 75% or more
Available
Available
Available
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WILLIAM HOWARD MORRIS
Investment Advisor
- CRD
- #4446473
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,890,954 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,890,954 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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