Grossman Asset Management, LLC (Greenwich)

Grossman Asset Management, LLC is a large advisory firm based in Greenwich. It manages $60.64 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Connecticut.

Grossman Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Grossman Asset Management: assets under management

The assets under management (AUM) of Grossman Asset Management, LLC is $60.64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $60.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60.64 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Grossman Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Grossman Asset Management, LLC

Sanford Grossman has been acting as President since 1 Oct 2006. Stephen Paul Enquist joined the executive team most recently as the Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sanford Grossman	Chairman & ceo	1 Dec 2001	75% - 100%	2060970
L.P. Grossman Family Partners	Member	1 Dec 2001	75% - 100%	03-0467915
Stephen Paul Enquist	Assistant treasurer	1 Nov 2002	Other	2441799
Bruce Ivan Wilson	President & treasurer	1 Feb 2004	Other	4141169
Bruce Ivan Wilson	Secretary & chief compliance officer	1 Oct 2005	Other	4141169
David Lewis Zimmerman	Secretary & chief compliance officer	1 Mar 2006	Other	4863919
Stephen Paul Enquist	Treasurer	1 Oct 2006	Other	2441799
Sanford Grossman	President	1 Oct 2006	75% - 100%	2060970

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Sanford Grossman 2001 Grat	Limited partner	1 Dec 2001	75% - 100%	03-0467915
Richard Kihlstrom	Trustee	1 Dec 2001	Other	5306319

Based in Greenwich

The principal office where Grossman Asset Management, LLC performs its advisory services is located at 10 Glenville Street, Greenwich, CT 06831, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-983-5600 or by fax 203-532-8250. The normal business hours are 8:30am to 5:30pm on Monday - Friday.