Grassi Investment Management, LLC
CRD 108690SEC# 801-57556Santa Clara, CA
No longer SEC-registered. Grassi Investment Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.36B
Employees
5
Accounts
408
Location
Santa Clara, CA
Grassi Investment Management, LLC assets under management
Grassi Investment Management, LLC operates as an SEC-registered investment adviser based in Santa Clara, CA. It reports $1.4 billion in regulatory assets under management and employs 5 people.
Grassi Investment Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Peter Edward Grassi Control | Chief Compliance Officer | Over 75% | 2024 |
| Peter Edward Grassi Control | Managing Member | Over 75% | 2000 |
Frequently asked questions
How much does Grassi Investment Management, LLC manage?
Grassi Investment Management, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Grassi Investment Management, LLC have?
Grassi Investment Management, LLC reports 5 employees.
Where is Grassi Investment Management, LLC located?
Grassi Investment Management, LLC is based in Santa Clara, CA.
Does Grassi Investment Management, LLC disclose fund performance?
Grassi Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2350 Mission College Blvd., Suite 190, Santa Clara, CA 95054 |
| Office hours | 6:30 a.m. To 4:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$1.36BNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$1.36Bregulatory AUM
Discretionary $1.32BNon-discretionary $42.6M