Grunion Capital Management LLC (La Jolla)


Grunion Capital Management LLC is an adviser based in La Jolla. It manages $32.7 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of California.

Grunion Capital Management provides portfolio management for businesses and institutional clients and portfolio management for private investment funds. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Grunion Capital Management: assets under management

The assets under management (AUM) of Grunion Capital Management LLC is $32.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $32.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.9 million each.
Grunion Capital Management has custody of $32.7 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Grunion Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in La Jolla

The principal office where Grunion Capital Management LLC performs its advisory services is located at 888 Prospect Street, La Jolla, CA 92037, 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 1-858-454-6690 or by fax 1-858-454-6695. The normal business hours are 7:00am-4:00pm on Monday - Friday. You can find more information about the New York firm at www.grunioncapital.com.