GRANGE CAPITAL, LLC
Adviser information for GRANGE CAPITAL, LLC last updated from Form ADV on March 3rd, 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 | Oregon, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| 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 | 610 | $167.5M |
| Non-Discretionary | 53 | $3.1M |
| Total | 663 | $170.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 135 | $34.8M |
| HNW Individuals | 99 | $126.2M |
| 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 | 1 | $1.7M |
| Charitable organizations | 0 | $0 |
| 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 | 2 | $7.9M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-120271 |
|---|---|
| SEC ERA File Number | 801-120271 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 131699 |
| Legal Entity Identifier | None |
Principal Office
6600 SW 105TH AVE,SUITE 220
BEAVERTON
OR
United States
Monday - Friday, 8 - 4:30
Tel: 971 708 6659, Fax: 503 747 3161
Chief Compliance Officer
ROBERT M WARMKESSEL JR.
PRINCIPAL AND INVESTMENT ADVISOR
6600 SW 105TH AVE
SUITE 220
BEAVERTON
OR
United States
Tel:
971 708 6635
Fax:
503 747 3161
R**********@****************M
(Full email address available in API data)
Regulatory Contact
M. BRENT KEETON
CHIEF INVESTMENT OFFICER, PRINCIPAL AND INVESTMENT ADVISOR
6600 SW 105TH AVE
SUITE 220
BEAVERTON
OR
United States
Tel:
971-708-6634
Fax:
503-747-3161
B******@****************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 |
|---|---|---|---|---|---|
| KEETON, MICHAEL, BRENT | Individual | – | PRINCIPAL & CHIEF INVESTMENT OFFICER | 09/2004 | 50-75% |
| WARMKESSEL, ROBERT, MICHAEL | Individual | – | PRINCIPAL & CHIEF COMPLIANCE OFFICER | 01/2016 | 25-50% |