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Grand Strategy Capital, LLC

CRD 154400SEC# 801-123561Charlottesville, VA
Export (members)
No longer SEC-registered. Grand Strategy Capital, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$137.7M
Employees
3
Accounts
185
Location
Charlottesville, VA

Grand Strategy Capital, LLC assets under management

Grand Strategy Capital, LLC is an SEC-registered investment adviser based in Charlottesville, VA. It reports $137.7 million in regulatory assets under management and employs 3 people.

Grand Strategy Capital, LLC owners & executives

2 reported
NameTitleOwnershipSince
David Harvey Graham ControlManaging MemberOver 75%2010
Walter Franklin Megonigal ControlChief Compliance OfficerUnder 5%2010

Frequently asked questions

How much does Grand Strategy Capital, LLC manage?

Grand Strategy Capital, LLC reports $137.7 million in regulatory assets under management on its Form ADV.

How many employees does Grand Strategy Capital, LLC have?

Grand Strategy Capital, LLC reports 3 employees.

Where is Grand Strategy Capital, LLC located?

Grand Strategy Capital, LLC is based in Charlottesville, VA.

Does Grand Strategy Capital, LLC disclose fund performance?

Grand Strategy Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address505 Faulconer Drive, Unit 2c, Charlottesville, VA 22903
Office hours8:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$111.3M
Non-discretionary$26.4M
Total (RAUM)$137.7M