Groesbeck Investment Management Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Paramus, NJ. Its latest Form ADV filing, dated March 24, 2026, reports $55M in regulatory assets under management, 1 employee, and 30 accounts.
Assets Under Management
$55M
Employees
1
Offices
--
Total Clients
30
Primary office
PARAMUS, NJ
12 RTE. 17 NORTH, SUITE 130, PARAMUS, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.3% of total clients.
Top client categories% of clientsClients
1
HNWI
53.3%
16
2
Individuals
43.3%
13
3
Charitable
3.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$55Mas of March 24, 2026
Discretionary100.0%
$55M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$55M
Total Accounts30
10Y AUM Change$-87M (-61.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee30:1
10Y Employee Change-4 (-80.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.