GRAND CENTRAL INVESTMENT GROUP, LLC
Adviser information for GRAND CENTRAL INVESTMENT GROUP, LLC last updated from Form ADV on March 8th, 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 | Florida, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 280 | $102.4M |
| Non-Discretionary | 95 | $23.2M |
| Total | 375 | $125.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 197 | $42.4M |
| HNW Individuals | 52 | $78.8M |
| 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 | <5 | $1.9M |
| Charitable organizations | <5 | $13 |
| 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 | <5 | $1.5M |
| Other | <5 | $1.0M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesCONSULTING SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 101.4M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| GRAND CENTRAL INVESTMENT GROUP WRAP PROGRAM | GRAND CENTRAL INVESTMENT GROUP, LLC |
Identifiers
| SEC RIA File Number | 801-81080 |
|---|---|
| SEC ERA File Number | 801-81080 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 172537 |
| Legal Entity Identifier | None |
Principal Office
324 S. HYDE PARK AVE.SUITE 390
TAMPA
FL
United States
Monday - Friday, 9 A.M. TO 4 P.M.
Tel: 813-251-4200, Fax: None
Chief Compliance Officer
T. GREGORY REYMANN II
311 PARK PLACE BLVD.
SUITE 150
CLEARWATER
FL
United States
Tel:
813-497-1400
G***@******************M
(Full email address available in API data)
Regulatory Contact
MICHELLE HALPIN
SVP - OPERATIONS
324 S. HYDE PARK AVE.
SUITE 390
TAMPA
FL
United States
Tel:
813-251-4200
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 |
|---|---|---|---|---|---|
| COOPER, FRANK, EVERETT | Individual | – | MANAGING MEMBER, CEO, MANAGER | 08/2015 | > 75% |
| POE, CHARLES, EDWIN | Individual | – | CHIEF INVESTMENT OFFICER | 01/2017 | < 5% |
| REYMANN, THOMAS, GREGORY | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2023 | < 5% |
| HALPIN, MICHELLE, ERI | Individual | – | SVP - OPERATIONS | 03/2023 | < 5% |