Gruenstein Investments LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 30, 2026, reports $61M in regulatory assets under management, 1 employee, 1 office, and 6 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 80.0% of total clients.
Top client categories% of clientsClients
1
HNWI
80.0%
4
2
Pooled Investment Vehicles
20.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$61Mas of April 30, 2026
Discretionary97.7%
$60M
98% of total RAUM97.7%
Non-discretionary2.3%
$1M
2% of total RAUM2.3%
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.
Total AUM$61M
Total Accounts6
10Y AUM Change+$61M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee5:1
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.