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GRANT AVENUE CAPITAL LLC

NEW YORK, NY · CRD 313104 · IAPD ↗ · grantave.com · 212-294-8935

$716.1MRegulatory AUM
11Advisory reps
14Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — GRANT AVENUE CAPITAL LLC crossed $500M in regulatory AUM ($490.5M -> $623.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
56
April 2024 — GRANT AVENUE CAPITAL LLC grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2024 — GRANT AVENUE CAPITAL LLC reported RAUM up 101% ($243.8M -> $490.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.