Gridline Advisors manages investments for privately offered investment funds, targeting opportunities in private markets. These funds are offered through a financial technology platform, allowing individual investors to invest directly. Gridline Advisors manages fund assets according to each fund's investment strategy. Some funds use sub-advisors for non-discretionary investment management.
Assets Under Management$110M
Clients19
Advisors3
Avg. per Client$5.6M
Avg. per Advisor$36M
Fee Structure
Investment management only (planning not offered)
Gridline Advisors manages investments for pooled investment funds, not directly for individuals. Investors in these funds generally pay an annual management fee between 0.25% and 1.00%, depending on the amount of capital invested and the fund structure. This fee is deducted from the fund's escrow account at the time of each capital contribution.
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