Gillespie Robinson & Grimm is an investment advisor in Greenwich with $1.50 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
132651907
SEC advisor number
801-6449
FINRA CRD number
104623
AUM ?
$1.50 bn
(as of 6 Jan 22)
Accounts
710
(as of 6 Jan 22)
Employees
8
(3 investment advisory or research)
Address
Gillespie Robinson & Grimm
80 FIELD POINT ROAD
GREENWICH
CT 06830
80 FIELD POINT ROAD
GREENWICH
CT 06830
Office hours
Monday - Friday, 8:30AM - 5:00PM
Phone
203-629-2800
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Grimm, Stephen, Kirkman | President & Treasurer | 12/2002 | 25-50% |
Duncan, Howard, Park | E.v.p. & Chief Compliance Officer | 01/2002 | 25-50% |
Long, Edward, Charles | Executive Vice President & Secretary | 12/2005 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22