Grant Koehler & Levin Ltd.
● SEC registered since 2003CRD 125531SEC# 801-61856
Reg. AUM
$289.4M
Employees
3
Accounts
195
Location
—
Grant Koehler & Levin Ltd. assets under management
Grant Koehler & Levin Ltd. is a registered investment adviser overseen by the SEC. The firm has been registered since 2003. It reports $289.4 million in regulatory assets under management and employs 3 people.
Grant Koehler & Levin Ltd. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher John Grant Control | President, Chief Compliance Officer, Secretary, Treasurer | 25-50% | 2003 |
| Forrest R. Patin | Owner | Under 5% | 2005 |
| Theodore David Levin Control | Vice President | 25-50% | 2003 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Grant Koehler & Levin Ltd. manage?
Grant Koehler & Levin Ltd. reports $289.4 million in regulatory assets under management on its Form ADV.
How many employees does Grant Koehler & Levin Ltd. have?
Grant Koehler & Levin Ltd. reports 3 employees.
Does Grant Koehler & Levin Ltd. disclose fund performance?
Grant Koehler & Levin Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 414-403-2734 |
| Office hours | 8a.m.-4p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$289.4M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$289.4Mregulatory AUM
Discretionary $280.4MNon-discretionary $9M