A complete list of active advisors currently associated with Gramercy Private Wealth LLC

Warmer can help you find a great advisor at Gramercy Private Wealth LLC or one who fits your needs even better.

Gramercy Private Wealth LLC provides discretionary investment management and related advisory services to individuals, high net worth individuals, trusts, estates, and businesses. Although the firm is registered in an investment-manager capacity, its brochure describes customized, single‑account portfolios composed primarily of individual equity securities and supplemented as appropriate with ETFs, options, mutual funds, and bonds. The firm employs fundamental analysis and a primarily long‑term investment approach while allowing for shorter‑term trades to rebalance or meet client needs. It constructs tailored asset allocations and concentrated portfolios based on each client’s goals and risk tolerance, and may retain legacy positions for fit or tax reasons. Noteworthy features include an explicit focus on high‑net‑worth individuals despite operating as a small, single‑advisor practice managing roughly $2.5 million in discretionary assets, and an emphasis on concentrated, individual‑security portfolios rather than pooled or proprietary funds. The firm participates on an institutional custodian platform that provides technology and operational support, does not accept full custody beyond fee deduction authority, and does not charge performance‑based fees.

To learn more about the advisors currently working at Gramercy Private Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.