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Grid 202 LLC

● SEC registered since 2022CRD 299357SEC# 801-123745New York, NY
Export (members)
Reg. AUM
$136.6M
Employees
5
Accounts
228
Location
New York, NY

Grid 202 LLC assets under management

Grid 202 LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2022. It reports $136.6 million in regulatory assets under management and employs 5 people.

Grid 202 LLC owners & executives

1 reported
NameTitleOwnershipSince
Keith Leon Beverly ControlManaging Member/Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Grid 202 LLC manage?

Grid 202 LLC reports $136.6 million in regulatory assets under management on its Form ADV.

How many employees does Grid 202 LLC have?

Grid 202 LLC reports 5 employees.

Where is Grid 202 LLC located?

Grid 202 LLC is based in New York, NY and has been SEC-registered since 2022.

Does Grid 202 LLC disclose fund performance?

Grid 202 LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address260 Madison Avenue,, 8th Floor, New York, NY 10016
Phone301-233-7903
Office hours9a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Regulatory AUM

$136.6M▲ 9%
Jan '25 — $125.8MFeb '25 — $125.8MMar '25 — $117.4MApr '25 — $117.4MMay '25 — $117.4MJun '25 — $117.4MJul '25 — $117.4MAug '25 — $117.4MSep '25 — $117.4MOct '25 — $117.4MNov '25 — $117.4MDec '25 — $117.4MJan '26 — $117.4MFeb '26 — $117.4MMar '26 — $136.6MApr '26 — $136.6MMay '26 — $136.6MJun '26 — $136.6M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$136.6Mregulatory AUM
Discretionary $136.6M