GRAND TRUNK CAPITAL MANAGEMENT, L.P.

SAN FRANCISCO, California·4 registered advisors·CRD# 150962
SEC# 802-809350650-251-4940
01

Firm Overview

AUM
$37M
Regulatory assets under management
Employees
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at GRAND TRUNK CAPITAL MANAGEMENT, L.P.

4 registered advisors
Gregory Allen Bundy
MENLO PARK, California
Sameer Gupta
SAN FRANCISCO, California
Sophia Gupta
SAN FRANCISCO, California
Vivienne Chua
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
3 advisors
MENLO PARK, California
1 advisor

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Data sourced from SEC Form ADV filings. GRAND TRUNK CAPITAL MANAGEMENT, L.P. (CRD# 150962) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.