Grand Street Capital Management, L.L.C.

Grand Street Capital Management provides discretionary investment management and ongoing advisory services to individuals (including high-net-worth and non-HNW clients) as well as a range of institutional clients such as corporate pension plans, municipalities, charitable organizations, trusts, and foundations. Services include portfolio management, periodic account reviews, and periodic newsletters or market commentaries.

The firm combines bottom-up fundamental security analysis (using screens such as free cash flow, price-to-earnings, and book value) with top-down economic analysis, pursuing a value-oriented equity approach and a principal‑preservation focus for fixed income allocations. Portfolios are tailored to client objectives and risk tolerances, monitored on a portfolio management system, and reviewed at least annually with the option for fully discretionary trading authority.

Compared with many small advisory practices, Grand Street’s advisory team has long industry experience and advanced professional credentials (including CPA and CFA designations and advanced degrees) and serves both individual and institutional mandates. The firm does not offer performance‑based fees, adheres to a written code of ethics aligned with CFA Institute standards, and provides clients with fee invoices prior to withdrawing advisory fees from custody.