GRIFFIN FAMILY PARTNERS, LLC
Adviser information for GRIFFIN FAMILY PARTNERS, LLC last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Tennessee, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 141 | $208.4M |
| Non-Discretionary | 9 | $19.1M |
| Total | 150 | $227.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 11 | $4.1M |
| HNW Individuals | 20 | $163.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 5 | $60.3M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-108438 |
|---|---|
| SEC ERA File Number | 801-108438 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 285042 |
| Legal Entity Identifier | None |
Principal Office
1030 GATEWAY LANENASHVILLE
TN
United States
Monday - Friday, 9-5
Tel: 615-948-4060, Fax: (866) 292-4607
Websites
Chief Compliance Officer
MARK VANDIVER
P.O. BOX 150325
NASHVILLE
TN
United States
Tel:
615-948-4060
Fax:
(866) 292-4607
M***@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VANDIVER, MARK, TODD | Individual | – | MANAGING MEMBER; CCO | 08/2016 | > 75% |