PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Grandfield & Dodd, LLC

● SEC registered since 2001CRD 110971SEC# 801-60064New York, NY
Export (members)
Reg. AUM
$2.21B
Employees
16
Accounts
1,763
Location
New York, NY

Grandfield & Dodd, LLC assets under management

Grandfield & Dodd, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2001. It reports $2.2 billion in regulatory assets under management and employs 16 people.

Grandfield & Dodd, LLC owners & executives

4 reported
NameTitleOwnershipSince
Andrea Sharkey Netcher ControlMember25-50%2019
Cheryl Lee Grandfield ControlMember25-50%2001
Jeffrey Thomas Stensven MacDonagh ControlMember25-50%2011
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Grandfield & Dodd, LLC manage?

Grandfield & Dodd, LLC reports $2.2 billion in regulatory assets under management on its Form ADV.

How many employees does Grandfield & Dodd, LLC have?

Grandfield & Dodd, LLC reports 16 employees.

Where is Grandfield & Dodd, LLC located?

Grandfield & Dodd, LLC is based in New York, NY and has been SEC-registered since 2001.

Does Grandfield & Dodd, LLC disclose fund performance?

Grandfield & Dodd, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address28 Liberty Street, Suite 5901, New York, NY 10005
Phone212-477-9626
Fax212-777-7764
Office hours9:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1308016
Discloses disciplinary historyNo

Regulatory AUM

$2.21B▲ 15%
Feb '25 — $1.93BMar '25 — $2.03BApr '25 — $2.03BMay '25 — $2.03BJun '25 — $2.03BJul '25 — $2.03BAug '25 — $2.03BSep '25 — $2.03BOct '25 — $2.03BNov '25 — $2.03BDec '25 — $2.03BJan '26 — $2.03BFeb '26 — $2.03BMar '26 — $2.21BApr '26 — $2.21BMay '26 — $2.21BJun '26 — $2.21B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers

Assets under management

$2.21Bregulatory AUM
Discretionary $2.21BNon-discretionary $7.9M