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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- FrontierBridge
- Established Date
- 08-01-2018
- Office Locations
- 1
Office Locations
About Gruenstein Investments LLC
Gruenstein Investments LLC is a New York-based investment advisory firm founded in 2018 by David Gruenstein, CFA, following a 35+ year career at Wachtell, Lipton, Rosen & Katz. The firm provides discretionary portfolio management for retail and institutional clients, aiming for absolute returns over a long-term horizon. Accounts are custodied at Pershing, with SMAs implemented primarily using ETFs.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID GRUENSTEIN
Investment Advisor, Manager
- CRD
- --
- Ownership
- 75% or more
STEVEN LEON FELD
Chief Compliance Officer, Chief Financial Officer, MANAGING DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,062,136 | $12,012,427 |
| Non-Discretionary | $1,416,561 | $1,416,561 |
| Total | $61,478,697 | $10,246,450 |
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Separately Managed Accounts
Total SMA Asset: $40,965,822
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,391,252,382 | 77.5% |
| Cash | $403,911,982 | 22.5% |
| Total | $1,795,164,364 | 100.0% |