GRAND JEAN CAPITAL MANAGEMENT INC.
Adviser information for GRAND JEAN CAPITAL MANAGEMENT INC. last updated from Form ADV on March 21st, 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 | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | California, United States |
Employees
Total Number of Employees | 6 |
---|---|
Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
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 | 204 | $464.6M |
Non-Discretionary | 0 | $0 |
Total | 204 | $464.6M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 22 | $3.6M |
HNW Individuals | 135 | $428.5M |
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 | 6 | $6.9M |
Charitable organizations | <5 | $25.6M |
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 | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
ONE MARKET-STEUART TOWERSUITE 1440
SAN FRANCISCO
CA
United States
Monday - Friday, 6:30 A.M. TO 5:00 P.M.
Tel: 415-512-5430, Fax: 415-512-8515
Websites
Chief Compliance Officer
CRYSTAL SMOLINSKI
CCO
ONE MARKET-STEUART TOWER
SUITE 1440
SAN FRANCISCO
CA
United States
Tel:
415-512-0490
Fax:
415-512-8515
C******@************M
(Full email address available in API data)
Regulatory Contact
STEVEN GRAND-JEAN
PRESIDENT
ONE MARKET-STEUART TOWER
SUITE 1440
SAN FRANCISCO
CA
United States
Tel:
415-512-8512
S****@************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 |
---|---|---|---|---|---|
SMOLINSKI, CRYSTAL, SUZANNE | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2004 | < 5% |
GRANDJEAN, STEVEN, DOUGLAS | Individual | – | PRESIDENT | 06/1990 | < 5% |
STEVEN GRAND-JEAN REVOCABLE TRUST, DATED FEBRUARY 21, 2007 | Domestic Entity | – | TRUST | 05/2017 | > 75% |
GRANDJEAN, STEVEN, DOUGLAS | Individual | THE STEVE GRAND-JEAN REVOCABLE TRUST DATED FEBRUARY 21, 2007 | TRUSTEE | 02/2007 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
Abbvie Inc. | COM | 2M | 9K | – |
Accenture PLC | SHS CLASS A | 1M | 4K | – |
Alphabet Inc | CAP STK CL A | 205K | 1K | – |
Alphabet Inc | CAP STK CL C | 17M | 93K | – |
Amazon.com Inc. | COM | 18M | 95K | – |
American Tower Corp | COM | 15M | 79K | – |
Amphenol Corp | CL A | 12M | 179K | – |
Apple Inc | COM | 25M | 117K | – |
Arch Capital Group Ltd. | ORD | 378K | 4K | – |
Bank America Corp. | COM | 2M | 40K | – |
BERKSHIRE HATHAWAY I | CL B NEW | 39M | 96K | – |
Blackstone Inc | COM | 18M | 144K | – |
Charter Communications | CL A | 1M | 4K | – |
Coca Cola Companies | COM | 11M | 178K | – |
Comcast Corp | CL A | 666K | 17K | – |
Compass Diversified | SH BEN INT | 326K | 15K | – |
Constellation Brands Inc | CL A | 13M | 49K | – |
Costco Wholesale Corp | COM | 276K | 325 | – |
Coty Inc. | COM CL A | 251K | 25K | – |
Crown Holdings Inc | COM | 6M | 84K | – |
Emerson Electric Co. | COM | 467K | 4K | – |
Enterprise Product Partners | COM | 3M | 113K | – |
Fastenal Co | COM | 553K | 9K | – |
Fortive Corp. | COM | 3M | 37K | – |
Goldman Sachs Group | COM | 7M | 16K | – |
HCA Healthcare Inc. | COM | 1M | 5K | – |
Johnson & Johnson | COM | 318K | 2K | – |
JPMorgan Chase & Co. | COM | 18M | 88K | – |
KKR & Co. Inc. | COM | 6M | 56K | – |
Meta Platforms Inc | CL A | 23M | 45K | – |
Microsoft Inc. | COM | 24M | 53K | – |
Morgan Stanley | COM NEW | 16M | 170K | – |
NVIDIA Corp | COM | 29M | 236K | – |
Oracle Corp | COM | 482K | 3K | – |
Pepsico Inc | COM | 7M | 42K | – |
Procter & Gamble Co | COM | 2M | 15K | – |
SPDR S&P 500 ETF TR | TR UNIT | 218K | 400 | – |
ServiceNow Inc. | COM | 17M | 22K | – |
Shopify Inc. | CL A | 2M | 29K | – |
T-Mobile US Inc. | COM | 1M | 6K | – |
Teledyne Technologies Inc | COM | 252K | 650 | – |
Thermo Fisher Scientific Inc. | COM | 13M | 24K | – |
Union Pacific Corp | COM | 10M | 43K | – |
Vertiv Holdings Co | COM CL A | 15M | 169K | – |
VISA Inc CI A | COM CL A | 19M | 73K | – |