AUMdb

Grass Capital Llc

State-registered Private Fund Manager · Boutique (under $100M) CRD 307853 · Houston, TX · www.facebook.com
☆ Save with Pro ADV data as of Mar 18, 2026
Regulatory AUM
$12.4M
Discretionary
$12.4M
Clients
19
Avg AUM / client
$651K
Accounts
19
Employees
1

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 18 $4.7M 38.2%
Pooled investment vehicles (non-investment companies) 1 $7.7M 61.8%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Ganesh Kumar Budidagaddapalli Midigesi Registered representative Jun 2023 (3y)

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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/18/2026 1.28 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
  • Hourly charges
  • Fixed fees
  • Performance-based fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients
  • Pension consulting services

Custody

Reported custodians

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 18, 2026.

View current Form ADV (SEC/IAPD) ↗