Gritstone Asset Management Llc
- Regulatory AUM
- $115M
- Discretionary
- $115M
- Clients
- 1
- Avg AUM / client
- $115M
- Accounts
- 38
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $16.3M | 14.2% |
| Charitable organizations | Fewer than 5 clients | $80.2M | 69.8% |
| Other | Fewer than 5 clients | $18.3M | 16.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Feb 2024 · $18.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Gritstone Spac Opportunities Fund Llc | Hedge Fund | Delaware | $18.0M | 19 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Justin George De Orellana Cressall | Managing Member | Apr 2018 (8y) | 25% – 50% | |
| Nicholas Burton Skibo | Managing Member & Cco | CFA | Apr 2018 (8y) | 25% – 50% |
| Thomas Albert Mchale | Managing Member | Apr 2018 (8y) | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $18.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Gritstone Spac Opportunities Fund Llc | Hedge Fund | $18.0M | $1.0M | 19 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $80.2M (70% of AUM) Mar 2026
- Pershing $16.3M (14% of AUM) Mar 2026
- National Financial Services (Fidelity) $12.8M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗