Grand-Jean Capital Management, Inc. (the “Firm”) provides equity portfolio management primarily to individuals. Founder and President Steven Grand-Jean spent a 20-year career in investment banking with Salomon Brothers and Montgomery Securities, where he developed insights and management relationships across a wide variety of industries. The officers of the firm invest substantially all of their liquid assets in the same securities as their clients.
Year Founded: 1990
Fee Structure (Payable Quarterly):
|$1 Million to $5 Million||1.25% Annual Fee on Assets|
|$5 Million to $10 Million||1.00% Annual Fee on Assets|
|Over $10 Million||0.75% Annual Fee on Assets|
Incentive Fee: None
Liquidity: Clients can request to terminate their investment advisory agreement and liquidate all positions with one business day’s notice.
Transparency: Full transparency on positions held and trading activity.
Account Structure: Each account is managed individually, but accounts generally hold the same securities in more or less the same percentages.