New York, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Griffin Asset Management, LLC
Team
Firm-wide stats for Griffin Asset Management, LLC
Clients per advisor
153 Very HighAvg AUM per client
$1,114,904 TypicalHNW client ratio
100% Very HighAbout
Griffin Asset Management provides discretionary and non‑discretionary investment supervisory services and customized wealth management for high‑net‑worth individuals, families, trusts, charities, pension and profit‑sharing plans, and institutions. The firm also manages assets for other investment advisers and participates as a sub‑advisor and model portfolio provider, including through wrap fee programs.
The firm combines core equity and fixed‑income strategies with alternative approaches — including covered‑call and enhanced equity income strategies, a licensed Full Cycle model, and ETF portfolios — using a bottom‑up, value‑oriented process. Griffin relies on proprietary valuation models and atypical metrics (for example, free cash flow yield and EV/EBITDA) and implements derivatives in separately managed accounts primarily through systematic covered‑call writing.
Griffin manages over $1 billion in discretionary assets with four advisors across five offices, producing an unusually high AUM per advisor and a multi‑office footprint for a team‑sized firm. Its operating model is notable for acting as a sub‑advisor and model provider to other advisers and wrap programs, using third‑party licensed models, and maintaining a limited performance‑based fee arrangement.
Based on Griffin Asset Management, LLC
Location
230 Park Avenue, 4th Floor
New York NY 10169
Advisors at this office
3
Advisors at this office
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