Grandfield & Dodd, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 13, 2026, reports $2.2B in regulatory assets under management, 16 employees, and 1,763 accounts.
Assets Under Management
$2.2B
Employees
16
Offices
--
Total Clients
769
Primary office
NEW YORK, NY
28 LIBERTY STREET, SUITE 5901, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.7% of total clients.
Top client categories% of clientsClients
1
Individuals
72.7%
559
2
HNWI
23.8%
183
3
Corporations
2.0%
15
4
Charitable
1.6%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of March 13, 2026
Discretionary99.6%
$2.2B
100% of total RAUM99.6%
Non-discretionary0.4%
$8M
0% of total RAUM0.4%
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$2.2B
Total Accounts1,763
10Y AUM Change+$1.1B (+101.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee48:1
10Y Employee Change+5 (+45.5%)
* 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.