Granercy Advisors, L.L.C. (Greenwich)

Name: Granercy Advisors, L.L.C.
Address: 545 Steamboat Road, 1 St Floor, Greenwich, CT, 06830
Telephone: 203-422-5015

Granercy Advisors, L.L.C. is a large advisory firm based in Greenwich. It manages $123.2 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Connecticut, Florida, and 5 other states.

Granercy Advisors, L.L.C provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Granercy Advisors, L.L.C: assets under management

The assets under management (AUM) of Granercy Advisors, L.L.C. is $123.2 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $123.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.56 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Granercy Advisors, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Granercy Advisors, L.L.C.

Marc Andre Helie has been acting as President since 1 Jun 1998. Jay Alexander Johnston joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Marc Andre Helie	Chairman	1 Jun 1998	25% - 50%	2041525
Robert Scott Koenigsberger	President & ceo	1 Jun 1998	25% - 50%	2389668
Jude Robert Young	Cfo	1 Jul 1998	Other	4027759
Jay Alexander Johnston	Managing director	1 Sep 1999	Other	1319901

Based in Greenwich

The principal office where Granercy Advisors, L.L.C. performs its advisory services is located at 545 Steamboat Road, 1 St Floor, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-422-5015 or by fax 203-422-0592. The normal business hours are 7:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.gramercyadvisors.com.