Subir Grewal
Advisor at Washington Square Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Washington Square Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Washington Square Capital Management LLC
Location
Tulsa, OK
Credentials
CFP®, CFA®, Series 65, Series 66
Industry experience
12 years
Subir Grewal is a CFP® and CFA® with 12 years of industry experience. He is currently a senior consultant and CEO at Greyker, Inc., a technology consulting firm, while also serving as an advisor at Washington Square Capital Management LLC since 2009. His prior work includes roles at Washington Square Technology Inc and Ness, Inc. Washington Square Capital Management provides discretionary portfolio management, financial planning, and pension consulting to a range of clients including individuals, pension plans, charitable organizations, and corporate entities. The firm employs a fundamental value analysis investment process supplemented by technical and macroeconomic research and offers several distinct strategies with regular portfolio reviews.
Based on Washington Square Capital Management LLC
Based on Washington Square Capital Management LLC
Financial planning fee ranges between $1,000 and $5,000; hourly rate of $300 applies in case of early termination.
$0 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $5,000,000: 1.00% $5,000,001+: By Negotiation
Account minimum: $100,000
Tulsa, OK
New York · Oklahoma
Greyker, Inc.
2025 - Present (1 year)
Ness, Inc.
2022 - 2025 (3 years)
Washington Square Technology Inc
2011 - 2022 (11 years)
Washington Square Capital Management LLC
2009 - Present (17 years)
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