gnrfunds LLC provides ongoing investment management services. The firm does not offer financial planning. gnrfunds LLC manages concentrated portfolios of 5-25 high-quality companies, using fundamental analysis and hedging strategies. The firm may use short selling to preserve capital and mitigate risk. gnrfunds LLC manages client portfolios on a discretionary or non-discretionary basis.
Assets Under Management$4.7M
Clients15
Advisors1
Avg. per Client$310K
Avg. per Advisor$4.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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