Grand Street Capital Management, L.L.C.

Grand Street Capital Management provides continuous investment management and discretionary portfolio services to individuals and a variety of institutional and nonprofit clients, including corporate pension plans, municipalities, profit-sharing plans, charitable organizations, trusts, and foundations. The firm explicitly includes charitable organizations and pension plans among its client types, which is less common for independent advisers of this scale.

The firm employs both bottom-up fundamental analysis and top-down economic assessment, screening equities by metrics such as free cash flow, price-to-earnings ratios, and book value while following a value-oriented equity strategy and a principal-preservation approach for fixed income. Asset allocation and risk tolerances are set at onboarding and reviewed at least annually, and accounts are typically managed on a discretionary basis with continuous monitoring.

Managing roughly $7.5 million across fewer than 30 client relationships, the practice’s mix of research-driven value investing and service to pension and charitable accounts is atypical for a firm of its size. Investment personnel hold advanced professional credentials (including CPA and CFA designations) and the firm notes governance and supervisory experience among its advisors as part of its oversight and review processes.