Grace & White, Inc
● SEC registered since 1977CRD 110761SEC# 801-13000New York, NY
Reg. AUM
$964.2M
Employees
5
Accounts
349
Location
New York, NY
Grace & White, Inc assets under management
Grace & White, Inc is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 1977. It reports $964.2 million in regulatory assets under management and employs 5 people.
Grace & White, Inc owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Grace Kelly | Inactive Investor | 5-10% | 1977 |
| Ashwinpaul C Sondhi | Director | Under 5% | 1994 |
| Gerald Ian White Control | President,dir.,treas.,chief Compliance Officer | 50-75% | 1977 |
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Join to unlock · $37/moFrequently asked questions
How much does Grace & White, Inc manage?
Grace & White, Inc reports $964.2 million in regulatory assets under management on its Form ADV.
How many employees does Grace & White, Inc have?
Grace & White, Inc reports 5 employees.
Where is Grace & White, Inc located?
Grace & White, Inc is based in New York, NY and has been SEC-registered since 1977.
Does Grace & White, Inc disclose fund performance?
Grace & White, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 515 Madison Ave, Suite 1700, New York, NY 10022 |
| Phone | 212-935-5990 |
| Fax | 212-935-0503 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 903064 |
| Discloses disciplinary history | No |
Regulatory AUM
$964.2M▲ 5%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$964.2Mregulatory AUM
Discretionary $964.2M