$90.9M Total AUM
$62.5M Disc. AUM
-- 3Y CAGR
3 Employees
24 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-28-2017
- Office Locations
- 2
Office Locations
427 1ST Street SE Suite 100 Cedar Rapids IA
-- Cedar Rapids IA
About Grit Family Office, LLC
GRIT Family Office is a Cedar Rapids, Iowabased family office serving families with wealth and financial planning, asset management, portfolio construction, and insurance and businesssuccession planning. Portfolios emphasize asset allocation using public funds and ETFs, with a meaningful municipal bond sleeve. Custodied at Charles Schwab.
Team overview
40 AVG AGE
$45.5M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
7.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
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Asset Classes
Momentum Horizon Optima Timber catalyst Pathway
Investment Themes
Quantum timber Ridge pioneer
Investment Vehicles
Vital
Services
Fusion zenith Bridge alpha Timber Timber quantum Optima value Summit Signal quantum Atlas
Owner & Executives
WILLIAM DEAN HAHESY III
Chief Compliance Officer, Managing Member, Principal
- CRD
- #6541155
- Ownership
- 75% or more
(315) 543-3396
ember.foundation@quantumcapital.com
in linkedin.com/in/legacy-meridian
Showing 1 of 1 owners & executives
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W
William Hahesy
Principal
- CRD
- --
(301) 365-9087
ember.summit@oakcapital.com
in linkedin.com/in/legacy-unison
Colby Ryan McIntire
Manager
- CRD
- #7140305
(366) 395-9428
foundation.wave@vitalcapital.com
in linkedin.com/in/pathway-timber
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,501,358 | -- |
| Non-Discretionary | $28,429,379 | -- |
| Total | $90,930,737 | -- |
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Separately Managed Accounts
Total SMA Asset: $90,930,737
Public Funds:
32.4% Municipal Bonds:
12.4% Cash:
29.1% Equity - Exchange:
26.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,751,907,669 | 32.4% |
| Municipal Bonds | $1,053,199,231 | 12.4% |
| Cash | $2,471,620,777 | 29.1% |
| Equity - Exchange | $2,216,814,512 | 26.1% |
| Total | $8,493,542,189 | 100.0% |