Grant Birdwell is a registered investment advisor at Corrigo Investment Partners, LLC, based in Austin, TX, with 13 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 3 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corrigo Investment Partners manages investments for privately offered funds, not individual investors. The fees are outlined in each fund's offering document and generally range up to 1% per year, calculated on the fund's net asset value and payable monthly or quarterly in advance.
Location
1250 South Capital of Texas Highway, Building 3, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Grant is the sole proprietor of Corrigo Opportunity Partners, formed in 2017 for general consulting on investment processes. He currently has no clients and spends minimal time on administrative duties.
Employment History
Current Registrations
Corrigo Investment Partners, LLC
Previous Registrations
Legacy One Financial Advisors, LLC
Redhawk Opportunity Partners
Lockwell Investments, LLC
Morgan Stanley Investment Advisors INC.
Morgan Stanley & CO., Incorporated
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.