Gratio Capital, Inc. is an investment adviser to an investment company based in San Francisco. It manages $2.03 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 jurisdictions of California and Texas.
Gratio Capital provides portfolio management for individuals and small businesses and portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gratio Capital, Inc. is $2.03 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Gratio Capital, Inc. for their services and products based on a percentage of assets under management. 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.
Bertrand Sosa has been acting as President since 1 Feb 2008. Elsa Sprunt joined the executive team most recently as the Officer.
The principal office where Gratio Capital, Inc. performs its advisory services is located at 1235 Howard St, San Francisco, CA 94103, 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 212-731-0830 or by fax 212-918-1643. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.gratiocapital.com.