W.G. Spears Grisanti & Brown LLC (New York)

W.G. Spears Grisanti & Brown LLC is a large advisory firm based in New York. It manages $1.35 billion of regulatory assets for 213 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Georgia, Illinois, Minnesota, and New York.

W.G. Spears Grisanti & Brown provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

W.G. Spears Grisanti & Brown: assets under management

The assets under management (AUM) of W.G. Spears Grisanti & Brown LLC is $1.35 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.1 billion in discretionary accounts and $250 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.19 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $250 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay W.G. Spears Grisanti & Brown LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at W.G. Spears Grisanti & Brown LLC

George Weissman has been acting as President since 1 Jun 1999. Albert Benchimol joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Gerli Spears	Director and principal	1 Jun 1999	Other	431579
George Weissman	Director	1 Jun 1999	Other	4364271
Vance Carrier Brown	Principal	1 Jun 1999	25% - 50%	1554157
Christopher Couming Grisanti	Principal	1 Jun 1999	25% - 50%	4364281
Llc Spears Family Partnership	Member	1 Jun 1999	25% - 50%	06-1550839
Albert Benchimol	Director	1 Jan 2001	Other	4379507

Based in New York

The principal office where W.G. Spears Grisanti & Brown LLC performs its advisory services is located at 45 Rockefeller Plaza, New York, NY 10111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.