Gruenstein Investments Llc
- Regulatory AUM
- $61.5M
- Discretionary
- $60.1M
- Clients
- 5
- Avg AUM / client
- $12.3M
- Accounts
- 6
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 4 | $41.0M | 66.6% |
| Pooled investment vehicles (non-investment companies) | 1 | $20.5M | 33.4% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $14.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Gruenstein Partners Lp | Hedge Fund | Delaware | $14.7M | 15 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Feld, Steven, Leon | Cco | Aug 2018 (8y) | Less than 5% | |
| Gruenstein, David | Manager | Aug 2018 (8y) | 75% or more |
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, $14.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Gruenstein Partners Lp | Hedge Fund | $14.7M | $0 | 15 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 1.19 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
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Pershing $41.0M (67% of AUM) Apr 2026
- National Financial Services (Fidelity) $2.7M (8% of AUM) Feb 2021
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: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗