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GRAND TRUNK CAPITAL MANAGEMENT, L.P.
GRAND TRUNK CAPITAL MANAGEMENT, L.P.
SAN FRANCISCO, California
·
4 registered advisors
·
CRD# 150962
SEC# 802-80935
0
650-251-4940
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
CRD# 1289634
Sameer Gupta
SAN FRANCISCO, California
CRD# 4091399
Sophia Gupta
SAN FRANCISCO, California
CRD# 6028443
Vivienne Chua
SAN FRANCISCO, California
CRD# 6180060
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
.