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GRANDFIELD & DODD, LLC
CRD 110971 · SEC 801-60064
28 LIBERTY STREET, SUITE 5901, NEW YORK, NY, 10005, United States
Phone
212-477-9626
Fax
212-777-7764
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.21B
Discretionary AUM
$2.21B
Team
16 total employees; 9 advisory reps; 13 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 559 | $711.1M |
| High net worth individuals | 183 | $1.44B |
| Charitable organizations | 12 | $38.9M |
| Corporations/business entities | 15 | $24.0M |
States served
VT, CA, CO, DE, DC, IL, LA, ME, MD, MA, MI, NJ, NM, NY, NC, OR, PA, RI, TN, UT, VA, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD