CRD: 150293
Grand Street Capital Management, L.l.c.
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- Custodian
- Comerica Bank · Merrill Lynch · SSG
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-26-2009
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 34 clients, or 34 clients per representative. That equates to $261.5K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
PERRY THEAFUS CABEAN JR.
Financial Advisor, Managing Member
- CRD
- #5402026
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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WILLIAM HOWARD MORRIS
Investment Advisor
- CRD
- #4446473
Showing 1 of 2 contacts
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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
SMA allocation detail is available
Grand Street Capital Management, L.l.c. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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