Hedge Fund Database

GRIDIRON PARTNERS, LLC

Adviser information for GRIDIRON PARTNERS, LLC last updated from Form ADV on March 7th, 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 Pennsylvania, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 73 $224.4M
Non-Discretionary 0 $0
Total 73 $224.4M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 18 $14.9M
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 9 $129.6M
Charitable organizations <5 $15.0M
State or municipal gov entities 6 $46.3M
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 5 $18.5M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMFixed feesPerformance-based fees

Identifiers

SEC RIA File Number 801-118767
SEC ERA File Number 801-118767
SEC CIK Numbers 1910867
SEC CRD Numbers 300920
Legal Entity Identifier None

Principal Office

101 BRADFORD ROAD
SUITE 200
WEXFORD
PA
United States
Monday - Friday, 9:00 - 5:00
Tel: 724-759-7848, Fax: None

Websites

www.gridironpartners.com www.linkedin.com/company/gridiron-partners/about/

Chief Compliance Officer

MICHAEL SCHNECK
101 BRADFORD ROAD
SUITE 200
WEXFORD
PA
United States
Tel: 7247597848
(Full email address available in API data)

Regulatory Contact

DAVID KAMIN
MANAGING PARTNER, CHIEF INVESTMENT OFFICER
101 BRADFORD ROAD
SUITE 200
WEXFORD
PA
United States
Tel: 7247597848
(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
KAMIN, DAVID, MATTHEW Individual – MANAGING PARTNER, CHIEF INVESTMENT OFFICER 04/2019 50-75%
SCHNECK, MICHAEL, LOUIS Individual – MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER 04/2019 50-75%

No. Employees, Historic

10502020202120222023202420252 on 4/20/20202 on 6/29/20202 on 3/26/20212 on 3/28/20222 on 3/28/20222 on 3/29/20222 on 3/31/20232 on 3/7/2024

RAUM, Historic

300M150M0202020212022202320242025104404386 on 4/20/2020104404386 on 6/29/2020127252000 on 3/26/2021147544892 on 3/28/2022147544892 on 3/28/2022147544892 on 3/29/2022168442426 on 3/31/2023224389614 on 3/7/2024

No. Clients, Historic

4020020202021202220232024202537 on 4/20/202037 on 6/29/202029 on 3/26/202130 on 3/28/202230 on 3/28/202230 on 3/29/202231 on 3/31/202338 on 3/7/2024

Holdings

From latest 13F, filed July 23rd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABRDN ASIA PACIFIC INCOME FU COM 482K 180K –
BLACKROCK FLOATING RATE INCO COM 140K 11K –
BLACKROCK MUN INCOME TR SH BEN INT 758K 74K –
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 2M 76K –
BLACKROCK MUNICIPAL INCOME COM 216K 18K –
BLACKROCK MUNIVEST FD II INC COM 266K 24K –
BLACKROCK MUNIVEST FD INC COM 3M 403K –
BLACKROCK TAX MUNICPAL BD TR SHS 499K 31K –
BLACKSTONE INC COM 613K 5K –
BNY MELLON STRATEGIC MUN BD COM 290K 49K –
BNY MELLON STRATEGIC MUNS IN COM 2M 404K –
BROOKFIELD REAL ASSETS INCOM SHS BEN INT 403K 32K –
COHEN & STEERS SELECT PFD & COM 797K 40K –
DOUBLELINE INCOME SOLUTIONS COM 240K 19K –
DOUBLELINE OPPORTUNISTIC CR COM 615K 40K –
DOUBLELINE YIELD OPPORTUNITI COM 427K 27K –
DWS MUN INCOME TR NEW COM 99K 10K –
EATON VANCE MUN BD FD COM 131K 12K –
EATON VANCE MUNI INCOME TRUS SH BEN INT 395K 38K –
FIRST TR INTER DURATN PFD & COM 488K 27K –
FLAHERTY & CRUMRINE PFD SECS COM 2M 148K –
GUGGENHEIM STRATEGIC OPPORTU COM SBI 149K 10K –
INVESCO MUN OPPORTUNITY TR COM 914K 91K –
INVESCO QQQ TR UNIT SER 1 411K 858 –
INVESCO SR INCOME TR COM 160K 37K –
INVESCO TR INVT GRADE MUNS COM 2M 150K –
INVESCO VALUE MUN INCOME TR COM 355K 29K –
ISHARES TR CORE US AGGBD ET 39M 402K –
ISHARES TR JPMORGAN USD EMG 955K 11K –
ISHARES TR SELECT DIVID ETF 242K 2K –
ISHARES TR RUSSELL 2000 ETF 2M 10K –
KKR & CO INC COM 907K 9K –
MFS MUN INCOME TR SH BEN INT 65K 12K –
MICROSOFT CORP COM 2M 4K –
NUVEEN AMT FREE MUN CR INC F COM 3M 259K –
NUVEEN AMT FREE QLTY MUN INC COM 2M 175K –
NUVEEN MUN CR OPPORTUNITIES COM 2M 155K –
NUVEEN MUN HIGH INCOME OPPOR COM 5M 502K –
NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 4M 307K –
NUVEEN PFD & INCOME OPPORTUN COM 396K 53K –
NUVEEN TAXABLE MUNICPAL INM COM 279K 18K –
PIMCO DYNAMIC INCOME OPRNTS COM BEN SHS 398K 30K –
PIMCO MUN INCOME FD COM 957K 104K –
PIMCO MUN INCOME FD II COM 5M 547K –
PIONEER MUNICIPAL HIGH INCOM COM SHS 322K 35K –
PIONEER MUNICIPAL HIGH INCOM COM 649K 79K –
PPG INDS INC COM 341K 3K –
PUTNAM MASTER INTER INCOME T SH BEN INT 34K 11K –
PUTNAM PREMIER INCOME TR SH BEN INT 104K 29K –
SABA CAPITAL INCOME & OPRNT SHS NEW 620K 82K –
SPDR S&P 500 ETF TR TR UNIT 14M 26K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 2M 3K –
TEMPLETON EMERGING MKTS INCO COM 195K 37K –
VANGUARD BD INDEX FDS SHORT TRM BOND 859K 11K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 36M 504K –
VANGUARD INDEX FDS TOTAL STK MKT 7M 27K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 1M 34K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 917K 12K –
VANGUARD STAR FDS VG TL INTL STK F 1M 21K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 1M 29K –
VIRTUS CONVERTIBLE & INC FD COM 1M 359K –
VIRTUS CONVERTIBLE & INCOME COM 677K 207K –
VIRTUS TOTAL RETURN FD INC COM 132K 24K –