Grizzle Investment Management LLC
● SEC registered since 2021CRD 317242SEC# 801-122682
Reg. AUM
$4.9M
Employees
3
Accounts
1
Location
—
Grizzle Investment Management LLC assets under management
Grizzle Investment Management LLC operates as an SEC-registered investment adviser. The firm has been registered since 2021. It reports $4.9 million in regulatory assets under management and employs 3 people.
Grizzle Investment Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Duane Hope Control | Chief Compliance Officer, Director | Under 5% | 2024 |
| Scott T Willis Control | Member, Director | Over 75% | 2021 |
| Thomas George Control | Chief Executive Officer, Director | Under 5% | 2021 |
Frequently asked questions
How much does Grizzle Investment Management LLC manage?
Grizzle Investment Management LLC reports $4.9 million in regulatory assets under management on its Form ADV.
How many employees does Grizzle Investment Management LLC have?
Grizzle Investment Management LLC reports 3 employees.
Does Grizzle Investment Management LLC disclose fund performance?
Grizzle Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (267) 419-7469 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.9MNo change
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$4.9Mregulatory AUM
Discretionary $4.9M