PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Groesbeck Investment Management Corp

● SEC registered since 1993CRD 106679SEC# 801-44798Glen Rock, NJ
Export (members)
Reg. AUM
$54.7M
Employees
1
Accounts
30
Location
Glen Rock, NJ

About Groesbeck Investment Management Corp

Groesbeck Investment Management is an employee-owned SEC-registered adviser offering equity portfolio management to endowments, foundations, pensions, trusts, IRAs, and high-net-worth individuals. It follows a long-running equity process for institutional and private clients.
Summary based on the firm’s website.

Groesbeck Investment Management Corp assets under management

Groesbeck Investment Management Corp is a registered investment adviser overseen by the SEC based in Glen Rock, NJ. The firm has been registered since 1993. It reports $54.7 million in regulatory assets under management and employs 1 people.

Groesbeck Investment Management Corp owners & executives

1 reported
NameTitleOwnershipSince
Theodore M Groesbeck ControlPresident/ Chief Compliance OfficerOver 75%2025

Frequently asked questions

How much does Groesbeck Investment Management Corp manage?

Groesbeck Investment Management Corp reports $54.7 million in regulatory assets under management on its Form ADV.

How many employees does Groesbeck Investment Management Corp have?

Groesbeck Investment Management Corp reports 1 employees.

Where is Groesbeck Investment Management Corp located?

Groesbeck Investment Management Corp is based in Glen Rock, NJ and has been SEC-registered since 1993.

Does Groesbeck Investment Management Corp disclose fund performance?

Groesbeck Investment Management Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address139 Harristown Rd, Suite 101c, Glen Rock, NJ 07452
Phone201-291-7888
Fax201-291-9777
Office hours9a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
CIK923116
Discloses disciplinary historyNo

Regulatory AUM

$54.7M▼ 15%
Mar '25 — $64.7MApr '25 — $64.7MMay '25 — $64.7MJun '25 — $64.7MJul '25 — $64.7MAug '25 — $64.7MSep '25 — $64.7MOct '25 — $64.7MNov '25 — $64.7MDec '25 — $64.7MJan '26 — $64.7MFeb '26 — $64.7MMar '26 — $54.7MApr '26 — $54.7MMay '26 — $54.7MJun '26 — $54.7MJul '26 — $54.7MAug '26 — $54.7MSep '26 — $54.7MOct '26 — $54.7M
Mar '25Form ADV, monthlyOct '26

How this firm compares

Regulatory AUMTop 96%
Larger than 4% of 16,389 advisers
EmployeesTop 94%
More than 6% of 16,799 advisers

Assets under management

$54.7Mregulatory AUM
Discretionary $54.7M