Graceada Partners is an SEC registered investment adviser organized as a corporation with a primary office location in Modesto, CA. Its latest Form ADV filing, dated March 26, 2026, reports $273M in regulatory assets under management, 25 employees, and 41 accounts.
Assets Under Management
$273M
Employees
25
Offices
--
Total Clients
41
Primary office
MODESTO, CA
1300 K STREET, 2ND FLOOR, MODESTO, CA, United States
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 segmentCO-INVEST AGGREGATORS represent 80.5% of total clients.
Top client categories% of clientsClients
1
CO-INVEST AGGREGATORS
80.5%
33
2
Pooled Investment Vehicles
19.5%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$273Mas of March 26, 2026
Discretionary100.0%
$273M
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.
Total AUM$273M
Total Accounts41
10Y AUM Change+$61M (+28.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee2:1
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.