GRANDFIELD & DODD, LLC
Adviser information for GRANDFIELD & DODD, LLC last updated from Form ADV on March 29th, 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 | New York, United States |
Employees
| Total Number of Employees | 14 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| 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 | 1,738 | $1.9B |
| Non-Discretionary | 25 | $5.9M |
| Total | 1,763 | $1.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 557 | $566.5M |
| HNW Individuals | 186 | $1.3B |
| 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 | 13 | $37.8M |
| 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 | 16 | $22.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 13 |
| No. of Non-U.S. Clients | 2 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
40 WALL STREETSUITE 4700
NEW YORK
NY
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 212-477-9626, Fax: 212-777-7764
Chief Compliance Officer
TAE-GENE KIM CHO
MEMBER
40 WALL STREET
SUITE 4700
NEW YORK
NY
United States
Tel:
212-477-4845
Fax:
212-777-7764
T**@******************M
(Full email address available in API data)
Regulatory Contact
STEPHANIE DARLING
OUTSIDE COUNSEL
417 ALLIANCE STREET
HAVRE DE GRACE
MD
United States
Tel:
410-920-7329
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 |
|---|---|---|---|---|---|
| GRANDFIELD, CHERYL, LEE | Individual | – | MEMBER | 01/2001 | 25-50% |
| CHO, TAE-GENE, KIM | Individual | – | MEMBER, CHIEF COMPLIANCE OFFICER | 01/2005 | 25-50% |
| MACDONAGH, JEFFREY, THOMAS STENSVEN | Individual | – | MEMBER | 01/2011 | 25-50% |
| Netcher, ANDREA, Sharkey | Individual | – | MEMBER | 01/2019 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | COM | 496K | 5K | – |
| ABBOTT LABS | COM | 2M | 15K | – |
| ABBVIE INC | COM | 1M | 6K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 513K | 2K | – |
| ADOBE INC | COM | 4M | 8K | – |
| AIR PRODS & CHEMS INC | COM | 28M | 109K | – |
| ALBEMARLE CORP | COM | 19M | 202K | – |
| ALLSTATE CORP | COM | 2M | 13K | – |
| ALPHABET INC | CAP STK CL A | 11M | 59K | – |
| ALPHABET INC | CAP STK CL C | 4M | 22K | – |
| ALTRIA GROUP INC | COM | 346K | 8K | – |
| AMAZON COM INC | COM | 3M | 13K | – |
| AMERICAN EXPRESS CO | COM | 3M | 13K | – |
| AMERICAN TOWER CORP NEW | COM | 356K | 2K | – |
| AMETEK INC | COM | 420K | 3K | – |
| AMGEN INC | COM | 3M | 9K | – |
| AMPHENOL CORP NEW | CL A | 219K | 3K | – |
| ANALOG DEVICES INC | COM | 60M | 262K | – |
| APPLE INC | COM | 20M | 95K | – |
| APPLIED MATLS INC | COM | 49M | 208K | – |
| ASTRAZENECA PLC | SPONSORED ADR | 693K | 9K | – |
| AT&T INC | COM | 223K | 12K | – |
| AUTODESK INC | COM | 35M | 141K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 2M | 7K | – |
| AUTOZONE INC | COM | 14M | 5K | – |
| BECTON DICKINSON & CO | COM | 699K | 3K | – |
| BERKSHIRE HATHAWAY INC DEL | CL A | 10M | 17 | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 42M | 103K | – |
| BIOGEN INC | COM | 278K | 1K | – |
| BIOMARIN PHARMACEUTICAL INC | COM | 1M | 16K | – |
| BLACKBAUD INC | COM | 3M | 33K | – |
| BLACKROCK INC | COM | 266K | 338 | – |
| BOEING CO | COM | 376K | 2K | – |
| BOOKING HOLDINGS INC | COM | 246K | 62 | – |
| BP PLC | SPONSORED ADR | 685K | 19K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 543K | 13K | – |
| BROADCOM INC | COM | 334K | 208 | – |
| BRUNSWICK CORP | COM | 1M | 15K | – |
| CACI INTL INC | CL A | 37M | 85K | – |
| CAMPBELL SOUP CO | COM | 224K | 5K | – |
| CARRIER GLOBAL CORPORATION | COM | 275K | 4K | – |
| CHEVRON CORP NEW | COM | 18M | 117K | – |
| CHIPOTLE MEXICAN GRILL INC | COM | 257K | 4K | – |
| CHUBB LIMITED | COM | 40M | 157K | – |
| CISCO SYS INC | COM | 378K | 8K | – |
| COCA COLA CO | COM | 3M | 43K | – |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 12M | 180K | – |
| COLGATE PALMOLIVE CO | COM | 2M | 21K | – |
| COMCAST CORP NEW | CL A | 258K | 7K | – |
| CONOCOPHILLIPS | COM | 5M | 40K | – |
| CONSOLIDATED EDISON INC | COM | 407K | 5K | – |
| CORNING INC | COM | 14M | 351K | – |
| COSTCO WHSL CORP NEW | COM | 4M | 5K | – |
| COTERRA ENERGY INC | COM | 1M | 50K | – |
| DANAHER CORPORATION | COM | 3M | 13K | – |
| DEERE & CO | COM | 543K | 1K | – |
| DEVON ENERGY CORP NEW | COM | 14M | 299K | – |
| DIAGEO PLC | SPON ADR NEW | 30M | 235K | – |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 210K | 6K | – |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 292K | 9K | – |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 247K | 4K | – |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 283K | 7K | – |
| DISCOVER FINL SVCS | COM | 310K | 2K | – |
| DISNEY WALT CO | COM | 23M | 230K | – |
| DOVER CORP | COM | 4M | 25K | – |
| DUKE ENERGY CORP NEW | COM NEW | 249K | 2K | – |
| DUPONT DE NEMOURS INC | COM | 353K | 4K | – |
| EATON CORP PLC | SHS | 895K | 3K | – |
| EBAY INC. | COM | 447K | 8K | – |
| ECOLAB INC | COM | 7M | 30K | – |
| ELI LILLY & CO | COM | 2M | 3K | – |
| EMCOR GROUP INC | COM | 314K | 861 | – |
| EMERSON ELEC CO | COM | 2M | 14K | – |
| EOG RES INC | COM | 388K | 3K | – |
| EQUINOR ASA | SPONSORED ADR | 293K | 10K | – |
| EXACT SCIENCES CORP | COM | 3M | 80K | – |
| EXXON MOBIL CORP | COM | 12M | 107K | – |
| FASTENAL CO | COM | 2M | 27K | – |
| FEDEX CORP | COM | 2M | 6K | – |
| FISERV INC | COM | 514K | 3K | – |
| FREEPORT-MCMORAN INC | CL B | 655K | 13K | – |
| FULLER H B CO | COM | 910K | 12K | – |
| GE AEROSPACE | COM NEW | 44M | 275K | – |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 25M | 321K | – |
| GE VERNOVA INC | COM | 11M | 66K | – |
| GENMAB A/S | SPONSORED ADS | 647K | 26K | – |
| GENUINE PARTS CO | COM | 269K | 2K | – |
| GILEAD SCIENCES INC | COM | 19M | 283K | – |
| HERSHEY CO | COM | 349K | 2K | – |
| HEXCEL CORP NEW | COM | 20M | 325K | – |
| HOME DEPOT INC | COM | 2M | 5K | – |
| HONEYWELL INTL INC | COM | 2M | 8K | – |
| HORMEL FOODS CORP | COM | 27M | 898K | – |
| HUBBELL INC | COM | 1M | 3K | – |
| IAC INC | COM NEW | 866K | 18K | – |
| ILLINOIS TOOL WKS INC | COM | 38M | 162K | – |
| INCYTE CORP | COM | 1M | 19K | – |
| INNOSPEC INC | COM | 297K | 2K | – |
| INTEL CORP | COM | 273K | 9K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 386K | 2K | – |
| INTUIT | COM | 344K | 523 | – |
| INTUITIVE SURGICAL INC | COM NEW | 2M | 4K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 401K | 2K | – |
| INVESCO QQQ TR | UNIT SER 1 | 606K | 1K | – |
| IONIS PHARMACEUTICALS INC | COM | 2M | 34K | – |
| ISHARES TR | CORE S&P500 ETF | 1M | 3K | – |
| ISHARES TR | MSCI EAFE ETF | 387K | 5K | – |
| ISHARES TR | NATIONAL MUN ETF | 673K | 6K | – |
| ISHARES TR | RUS 1000 ETF | 1M | 4K | – |
| ISHARES TR | RUS 1000 GRW ETF | 293K | 804 | – |
| ISHARES TR | RUS 1000 VAL ETF | 272K | 2K | – |
| ISHARES TR | SHRT NAT MUN ETF | 390K | 4K | – |
| JACOBS SOLUTIONS INC | COM | 904K | 6K | – |
| JOHNSON & JOHNSON | COM | 16M | 109K | – |
| JOHNSON CTLS INTL PLC | SHS | 40M | 599K | – |
| JPMORGAN CHASE & CO. | COM | 5M | 23K | – |
| KIMBERLY-CLARK CORP | COM | 939K | 7K | – |
| KINDER MORGAN INC DEL | COM | 317K | 16K | – |
| LAM RESEARCH CORP | COM | 309K | 290 | – |
| LINDE PLC | SHS | 49M | 112K | – |
| LOCKHEED MARTIN CORP | COM | 251K | 538 | – |
| LOWES COS INC | COM | 506K | 2K | – |
| M & T BK CORP | COM | 4M | 27K | – |
| MARATHON PETE CORP | COM | 206K | 1K | – |
| MASTERCARD INCORPORATED | CL A | 4M | 10K | – |
| MCDONALDS CORP | COM | 969K | 4K | – |
| MEDTRONIC PLC | SHS | 11M | 135K | – |
| MERCK & CO INC | COM | 37M | 295K | – |
| META PLATFORMS INC | CL A | 329K | 653 | – |
| METTLER TOLEDO INTERNATIONAL | COM | 14M | 10K | – |
| MICROSOFT CORP | COM | 109M | 244K | – |
| MONDELEZ INTL INC | CL A | 6M | 96K | – |
| MORGAN STANLEY | COM NEW | 337K | 3K | – |
| NETFLIX INC | COM | 527K | 780 | – |
| NEUROCRINE BIOSCIENCES INC | COM | 2M | 16K | – |
| NEXTERA ENERGY INC | COM | 658K | 9K | – |
| NIKE INC | CL B | 4M | 48K | – |
| NOVARTIS AG | SPONSORED ADR | 17M | 161K | – |
| NOVO-NORDISK A S | ADR | 1M | 9K | – |
| NRG ENERGY INC | COM NEW | 234K | 3K | – |
| NUCOR CORP | COM | 314K | 2K | – |
| NUTRIEN LTD | COM | 2M | 31K | – |
| NVIDIA CORPORATION | COM | 1M | 11K | – |
| OMNICOM GROUP INC | COM | 330K | 4K | – |
| ORACLE CORP | COM | 2M | 11K | – |
| OREILLY AUTOMOTIVE INC | COM | 487K | 461 | – |
| PAYCHEX INC | COM | 45M | 383K | – |
| PAYPAL HLDGS INC | COM | 22M | 381K | – |
| PEPSICO INC | COM | 3M | 18K | – |
| PFIZER INC | COM | 2M | 70K | – |
| PHILIP MORRIS INTL INC | COM | 657K | 6K | – |
| PNC FINL SVCS GROUP INC | COM | 217K | 1K | – |
| PPG INDS INC | COM | 16M | 125K | – |
| PROCTER AND GAMBLE CO | COM | 20M | 121K | – |
| QUALCOMM INC | COM | 334K | 2K | – |
| REGENERON PHARMACEUTICALS | COM | 34M | 32K | – |
| ROCKWELL AUTOMATION INC | COM | 10M | 37K | – |
| RTX CORPORATION | COM | 37M | 365K | – |
| SALESFORCE INC | COM | 378K | 1K | – |
| SANOFI | SPONSORED ADR | 19M | 390K | – |
| SCHLUMBERGER LTD | COM STK | 433K | 9K | – |
| SCHWAB CHARLES CORP | COM | 265K | 4K | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 260K | 4K | – |
| SHELL PLC | SPON ADS | 18M | 255K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 2M | 4K | – |
| STARBUCKS CORP | COM | 2M | 29K | – |
| STRYKER CORPORATION | COM | 34M | 99K | – |
| SYNOPSYS INC | COM | 39M | 65K | – |
| TARGET CORP | COM | 713K | 5K | – |
| TELEDYNE TECHNOLOGIES INC | COM | 13M | 34K | – |
| TESLA INC | COM | 569K | 3K | – |
| TEXAS INSTRS INC | COM | 268K | 1K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 11M | 20K | – |
| TJX COS INC NEW | COM | 3M | 27K | – |
| TRIMBLE INC | COM | 22M | 394K | – |
| UNILEVER PLC | SPON ADR NEW | 24M | 441K | – |
| UNION PAC CORP | COM | 995K | 4K | – |
| US BANCORP DEL | COM NEW | 4M | 90K | – |
| VANGUARD INDEX FDS | LARGE CAP ETF | 2M | 6K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 607K | 3K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2M | 4K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 524K | 2K | – |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 2M | 32K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 257K | 6K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 605K | 8K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 494K | 10K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 236K | 2K | – |
| VANGUARD WORLD FD | HEALTH CAR ETF | 810K | 3K | – |
| VERALTO CORP | COM SHS | 393K | 4K | – |
| VERISK ANALYTICS INC | COM | 39M | 145K | – |
| VERTEX PHARMACEUTICALS INC | COM | 5M | 12K | – |
| VISA INC | COM CL A | 915K | 3K | – |
| VULCAN MATLS CO | COM | 3M | 11K | – |
| WALMART INC | COM | 598K | 9K | – |
| WASTE MGMT INC DEL | COM | 315K | 1K | – |
| WATERS CORP | COM | 844K | 3K | – |
| WEST PHARMACEUTICAL SVSC INC | COM | 665K | 2K | – |
| WEYERHAEUSER CO MTN BE | COM NEW | 19M | 652K | – |
| WILEY JOHN & SONS INC | CL A | 1M | 30K | – |
| ZIMMER BIOMET HOLDINGS INC | COM | 8M | 72K | – |