$54.7M Total AUM
$54.7M Disc. AUM
-7.0% 3Y CAGR
1 Employees
30 ADV. Clients
32 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-24-1993
- Office Locations
- 1
Office Locations
12 Route 17 North Paramus NJ
About Groesbeck Investment Management Corp
Groesbeck Investment Management Corporation is an employee-owned, SEC-registered RIA (founded 1993) providing equity portfolio management for endowments, foundations, pension plans, trusts, Taft-Hartley accounts, IRAs, and high-net-worth individuals. The firm runs two equity strategies—Growth and Growth of Income—using a disciplined, risk-sensitive, actively monitored process; portfolios are largely implemented with ETFs.
Team overview
55 AVG AGE
$54.7M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
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Asset Classes
Pioneer alpha Value ridge
Client Personas
Horizon fusion
Services
Focus Vital meridian Summit wave
Owner & Executives
T
THEODORE M GROESBECK
Chief Compliance Officer, President, Vice President
- CRD
- #2208426
- Ownership
- 75% or more
(798) 263-2696
value.legacy@foundationcapital.com
in linkedin.com/in/glacier-alpha
Showing 1 of 1 owners & executives
Unlock allContacts
R
ROBERT PAUL GROESBECK
Vice President
- CRD
- #4360339
(748) 568-8897
meridian.pioneer@wavecapital.com
in linkedin.com/in/eagle-pioneer
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,703,125 | $1,823,438 |
| Non-Discretionary | $0 | -- |
| Total | $54,703,125 | $1,823,438 |
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Separately Managed Accounts
Total SMA Asset: $54,703,125
Equity - Exchange:
73.8% Cash:
26.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,898,023,808 | 73.8% |
| Cash | $1,028,837,721 | 26.2% |
| Total | $3,926,861,529 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST VERTEX TIMBER | ZENITH BRIDGE | ZPDKJSAKM | KIDRV | 11.22% | $70,663,083 |
| EAGLE HARBOR VALUE | INSIGHT CREST | 8WWAI7R0H | RHKC | 12.55% | $4,320,259 |
| FOCUS MERIDIAN QUANTUM | RIDGE GLACIER | ZJCW0KA7H | JEK | 1.86% | $89,565,479 |
| RIDGE MOMENTUM | RADIAL ELEMENT | E2QP2WT6Q | WDWGL | 8.38% | $70,320,627 |
| BRIDGE FUSION SUMMIT | ALPHA CAPITAL | 87Q03G44P | GHHJD | 8.46% | $47,452,919 |
| TIMBER SUMMIT | SIGNAL CAPITAL | UCO7D5ITK | QSAKY | 10.85% | $39,225,649 |
| MATRIX VERTEX | DELTA QUANTUM | TM1QS1K11 | FQFP | 7.27% | $104,073,172 |
| EMBER SUMMIT | VECTOR WAVE | HHZNL1Y60 | LQR | 12.40% | $24,187,500 |