Grace & White, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated May 8, 2025, reports $921M in regulatory assets under management, 5 employees, and 356 accounts.
Assets Under Management
$921M
Employees
5
Offices
--
Total Clients
183
Primary office
NEW YORK, NY
515 MADISON AVE, SUITE 1700, NEW YORK, NY, 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 82.0% of total clients.
Top client categories% of clientsClients
1
HNWI
82.0%
150
2
Individuals
12.6%
23
3
Pension Plans
2.7%
5
4
Corporations
1.6%
3
5
Charitable
1.1%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$921Mas of May 8, 2025
Discretionary99.8%
$919M
100% of total RAUM99.8%
Non-discretionary0.2%
$1M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$921M
Total Accounts356
10Y AUM Change+$126M (+15.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee37:1
10Y Employee Change0 (0.0%)
* 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.