H
$47.1M Total AUM
$47.1M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
19 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-07-2006
- Office Locations
- 1
Office Locations
-- Spring Valley NY
About High Grade Investment Solutions, LLC
High Grade Investment Solutions is a boutique manager focused on tax-exempt municipal bond portfolios for tax-advantaged investors. The firm builds high-quality, undervalued muni exposure using rich/cheap analysis in separately managed accounts, monitored and adjusted daily to control risk. Process targets after-tax, risk-adjusted returns without making interest-rate direction bets.
Team overview
-- AVG AGE
$47.1M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Legacy
Custodian
Alpha peak
Investment Themes
Foundation
Investment Vehicles
Pioneer
Services
Delta Pathway
Owner & Executives
M
MICHAEL ANDREW BROWN
Chief Compliance Officer, PRINCIPAL, Vice President
- CRD
- #1612152
- Ownership
- 75% or more
(750) 683-8886
prime.insight@frontiercapital.com
in linkedin.com/in/quantum-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,100,000
Municipal Bonds:
56.5% Cash:
43.5% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $1,187,486,497 | 56.5% |
| Cash | $914,259,515 | 43.5% |
| Total | $2,101,746,012 | 100.0% |