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Grace & White, Inc

● SEC registered since 1977CRD 110761SEC# 801-13000New York, NY
Export (members)
Reg. AUM
$920.7M
Employees
5
Accounts
356
Location
New York, NY

Grace & White, Inc assets under management

Grace & White, Inc is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 1977. It reports $920.7 million in regulatory assets under management and employs 5 people.

Grace & White, Inc owners & executives

9 reported
NameTitleOwnershipSince
Anne Grace KellyInactive Investor5-10%1977
Ashwinpaul C SondhiDirectorUnder 5%1994
Gerald Ian White ControlPresident,dir.,treas.,chief Compliance Officer50-75%1977
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Frequently asked questions

How much does Grace & White, Inc manage?

Grace & White, Inc reports $920.7 million in regulatory assets under management on its Form ADV.

How many employees does Grace & White, Inc have?

Grace & White, Inc reports 5 employees.

Where is Grace & White, Inc located?

Grace & White, Inc is based in New York, NY and has been SEC-registered since 1977.

Does Grace & White, Inc disclose fund performance?

Grace & White, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address515 Madison Ave, Suite 1700, New York, NY 10022
Phone212-935-5990
Fax212-935-0503
Office hours9:00a.m. To 5:00p.m.
SEC regionNew York Regional Office (NYRO)
CIK903064
Discloses disciplinary historyNo

Assets under management

Discretionary$919.3M
Non-discretionary$1.4M
Total (RAUM)$920.7M