Gridiron Partners, Llc
- Regulatory AUM
- $286M
- Discretionary
- $286M
- Clients
- 68
- Avg AUM / client
- $4.2M
- Accounts
- 75
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 43 | $12.3M | 4.31% |
| Pension and profit sharing plans | 10 | $173M | 60.7% |
| Charitable organizations | 3 | $18.6M | 6.52% |
| State or municipal government entities | 6 | $55.5M | 19.4% |
| Other | 6 | $25.9M | 9.05% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Building Trades Pension Plan Of Western Pennsylvania Board Of Trustees Building Trades Pension Plan Of Western Pennsylvan. | 2024 | |
| Bricklayers Pension Plan Of Western Pa Bricklayers Pension Fund Trustees | 2024 | |
| Western Pennsylvania Teamsters And Employers Pension Fund W Pa Teamsters & Employers Pension | 2024 | |
| Steamfitters Local #449 Pension Plan Board Of Trustees Steamfitters Local #449 Pension Fund | 2024 | |
| Insulators Local No. 2 Pension Plan Board Of Trustees Insulators Local No. 2 Pension Plan | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Matthew Kamin | Managing Partner, Chief Investment Officer | Apr 2019 (7y) | 50% – 75% | |
| Michael Louis Schneck | Managing Partner And Chief Compliance Officer | Apr 2019 (7y) | 50% – 75% |
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.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Building Trades Pension Plan Of Western Pennsylvania | Board Of Trustees Building Trades Pension Plan Of Western Pennsylvan. | 1,235 | $115M | 01/01/2024 |
| Bricklayers Pension Plan Of Western Pa | Bricklayers Pension Fund Trustees | 253 | $54.6M | 01/01/2024 |
| Western Pennsylvania Teamsters And Employers Pension Fund | W Pa Teamsters & Employers Pension | 3,616 | $1.6B | 01/01/2024 |
| Steamfitters Local #449 Pension Plan | Board Of Trustees Steamfitters Local #449 Pension Fund | 1,652 | $479M | 01/01/2024 |
| Insulators Local No. 2 Pension Plan | Board Of Trustees Insulators Local No. 2 Pension Plan | 421 | $206M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 956 KB | 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Pnc Bank, National Assocation $111M (39% of AUM) Mar 2026
- BNY Mellon $81.9M (29% of AUM) Mar 2026
- U.S. Bank $32.4M (11% of AUM) Mar 2026
- TD Ameritrade $18.2M (11% of AUM) Mar 2023
- F.N.B. Corporation $15.8M (11% of AUM) Mar 2022
- Goldman Sachs $15.2M (10% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 24, 2026.
View current Form ADV (SEC/IAPD) ↗