PPrivate Fund Data Log in Join · $37/mo

Gross & Hartman Investments, LLC

● SEC registered since 2022CRD 317722SEC# 801-122984Leola, PA
Export (members)
Reg. AUM
$501.4M
Employees
4
Accounts
456
Location
Leola, PA

Gross & Hartman Investments, LLC assets under management

Gross & Hartman Investments, LLC operates as an SEC-registered investment adviser based in Leola, PA. The firm has been registered since 2022. It reports $501.4 million in regulatory assets under management and employs 4 people.
www.gross-investments.comView on SEC.gov ↗

Gross & Hartman Investments, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jeffrey B Hartman ControlPresident And Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Gross & Hartman Investments, LLC manage?

Gross & Hartman Investments, LLC reports $501.4 million in regulatory assets under management on its Form ADV.

How many employees does Gross & Hartman Investments, LLC have?

Gross & Hartman Investments, LLC reports 4 employees.

Where is Gross & Hartman Investments, LLC located?

Gross & Hartman Investments, LLC is based in Leola, PA and has been SEC-registered since 2022.

Does Gross & Hartman Investments, LLC disclose fund performance?

Gross & Hartman Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address349 W Main Street, Suite 108, Leola, PA 17540
Phone717-295-4425
Office hours9a.m. - 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$466M
Non-discretionary$35.4M
Total (RAUM)$501.4M