| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Altalpha Vintage, L.P. | Private Equity | $12.3M | $100K |
| Fieldstone - Sage Mill | Real Estate | $2M | $50K |
| Fieldstone Gem VI Investors | Real Estate | $1.2M | $50K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Joseph Durkin Control | Chief Compliance Officer | Under 5% | 2024 |
| Carina Shipotofsky Diamond Control | Chief Executive Officer | Under 5% | 2024 |
| Hemal Jayant Gala | Vice President Operations | Under 5% | 2022 |
Gries Financial LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
Gries Financial LLC manages 7 private funds with combined gross assets of $17.1 million.
Gries Financial LLC reports 30 employees.
Gries Financial LLC is based in Cleveland, OH.
Gries Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1300 East Ninth Street, Suite 1900, Cleveland, OH 44114 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
| Discretionary | $1.35B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.35B |