GRASSI INVESTMENT MANAGEMENT, LLC
CRD #108690 SEC #801-57556 SANTA CLARA, CA 650-934-0770
SEC Registered
Total AUM
$1.4B
Discretionary
$1.3B
Employees
5
Clients
--
Accounts
408
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $1.4B | $1.3B | $42.6M | 5 | 170 |
| Nov 2024 | $1.1B | $1.1B | $45M | 5 | 0 |
| Nov 2024 | $1.1B | $1.1B | $45M | 5 | 0 |
| Feb 2024 | $1.1B | $1.1B | $45M | 5 | 0 |
| Mar 2023 | $928.1M | $869.5M | $58.6M | 5 | 0 |
| Mar 2022 | $1.1B | $1.1B | $84M | 5 | 0 |
| Aug 2021 | $942M | $853.3M | $88.7M | 5 | 0 |
| Feb 2021 | $942M | $853.3M | $88.7M | 5 | 0 |
| Jul 2020 | $917.7M | $832.3M | $85.4M | 6 | 0 |
| Jun 2020 | $917.7M | $832.3M | $85.4M | 6 | 0 |
| May 2020 | $917.7M | $832.3M | $85.4M | 6 | 0 |
| Mar 2020 | $917.7M | $832.3M | $85.4M | 6 | 0 |
| Mar 2019 | $790.1M | $709M | $81.1M | 6 | 0 |
| Oct 2018 | $829.4M | $740.3M | $89.1M | 5 | 0 |
| Mar 2018 | $829.4M | $740.3M | $89.1M | 5 | 0 |
| Feb 2018 | $829.4M | $740.3M | $89.1M | 7 | 0 |
| Mar 2017 | $757.9M | $677.7M | $80.2M | 7 | 200 |
| Dec 2016 | $709.4M | $652.6M | $56.8M | 6 | 200 |
| Feb 2016 | $709.4M | $652.6M | $56.8M | 6 | 200 |
| Feb 2016 | $709.4M | $652.6M | $56.8M | 6 | 200 |
| Nov 2015 | $764.3M | $644.6M | $119.7M | 6 | 200 |
| Mar 2015 | $764.3M | $644.6M | $119.7M | 6 | 200 |
| Sep 2014 | $608.2M | $584.7M | $23.5M | 6 | 200 |
| Sep 2014 | $608.2M | $584.7M | $23.5M | 6 | 200 |
| Jul 2014 | $608.2M | $584.7M | $23.5M | 6 | 200 |
| Feb 2014 | $608.2M | $584.7M | $23.5M | 6 | 200 |
| Mar 2013 | $504.6M | $484.2M | $20.4M | 6 | 200 |
| Mar 2012 | $431.4M | $261.7M | $169.8M | 1 | 200 |
| Feb 2012 | $431.4M | $261.7M | $169.8M | 1 | 200 |
| Jul 2011 | $380.1M | $312.6M | $67.5M | 5 | -- |
| Mar 2011 | $380.1M | $312.6M | $67.5M | 5 | -- |
| Feb 2011 | $312.8M | $292.7M | $20.2M | 5 | -- |
| Feb 2009 | $274.2M | $257.1M | $17.1M | 5 | -- |
| Mar 2007 | $324.5M | $307.3M | $17.2M | 5 | -- |
| Mar 2006 | $284.4M | $266.7M | $17.7M | 5 | -- |
| Sep 2005 | $251.9M | $233.4M | $18.6M | 5 | -- |
| Sep 2005 | $251.9M | $233.4M | $18.6M | 5 | -- |
| Dec 2003 | $178.8M | $167.4M | $11.4M | 5 | -- |
| Apr 2002 | $250.3M | $250.3M | $0 | 5 | -- |
DateFeb 2025
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$42.6M
Employees5
Clients170
DateNov 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$45M
Employees5
Clients0
DateNov 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$45M
Employees5
Clients0
DateFeb 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$45M
Employees5
Clients0
DateMar 2023
Total AUM$928.1M
Discretionary$869.5M
Non-Disc.$58.6M
Employees5
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$84M
Employees5
Clients0
DateAug 2021
Total AUM$942M
Discretionary$853.3M
Non-Disc.$88.7M
Employees5
Clients0
DateFeb 2021
Total AUM$942M
Discretionary$853.3M
Non-Disc.$88.7M
Employees5
Clients0
DateJul 2020
Total AUM$917.7M
Discretionary$832.3M
Non-Disc.$85.4M
Employees6
Clients0
DateJun 2020
Total AUM$917.7M
Discretionary$832.3M
Non-Disc.$85.4M
Employees6
Clients0
DateMay 2020
Total AUM$917.7M
Discretionary$832.3M
Non-Disc.$85.4M
Employees6
Clients0
DateMar 2020
Total AUM$917.7M
Discretionary$832.3M
Non-Disc.$85.4M
Employees6
Clients0
DateMar 2019
Total AUM$790.1M
Discretionary$709M
Non-Disc.$81.1M
Employees6
Clients0
DateOct 2018
Total AUM$829.4M
Discretionary$740.3M
Non-Disc.$89.1M
Employees5
Clients0
DateMar 2018
Total AUM$829.4M
Discretionary$740.3M
Non-Disc.$89.1M
Employees5
Clients0
DateFeb 2018
Total AUM$829.4M
Discretionary$740.3M
Non-Disc.$89.1M
Employees7
Clients0
DateMar 2017
Total AUM$757.9M
Discretionary$677.7M
Non-Disc.$80.2M
Employees7
Clients200
DateDec 2016
Total AUM$709.4M
Discretionary$652.6M
Non-Disc.$56.8M
Employees6
Clients200
DateFeb 2016
Total AUM$709.4M
Discretionary$652.6M
Non-Disc.$56.8M
Employees6
Clients200
DateFeb 2016
Total AUM$709.4M
Discretionary$652.6M
Non-Disc.$56.8M
Employees6
Clients200
DateNov 2015
Total AUM$764.3M
Discretionary$644.6M
Non-Disc.$119.7M
Employees6
Clients200
DateMar 2015
Total AUM$764.3M
Discretionary$644.6M
Non-Disc.$119.7M
Employees6
Clients200
DateSep 2014
Total AUM$608.2M
Discretionary$584.7M
Non-Disc.$23.5M
Employees6
Clients200
DateSep 2014
Total AUM$608.2M
Discretionary$584.7M
Non-Disc.$23.5M
Employees6
Clients200
DateJul 2014
Total AUM$608.2M
Discretionary$584.7M
Non-Disc.$23.5M
Employees6
Clients200
DateFeb 2014
Total AUM$608.2M
Discretionary$584.7M
Non-Disc.$23.5M
Employees6
Clients200
DateMar 2013
Total AUM$504.6M
Discretionary$484.2M
Non-Disc.$20.4M
Employees6
Clients200
DateMar 2012
Total AUM$431.4M
Discretionary$261.7M
Non-Disc.$169.8M
Employees1
Clients200
DateFeb 2012
Total AUM$431.4M
Discretionary$261.7M
Non-Disc.$169.8M
Employees1
Clients200
DateJul 2011
Total AUM$380.1M
Discretionary$312.6M
Non-Disc.$67.5M
Employees5
Clients--
DateMar 2011
Total AUM$380.1M
Discretionary$312.6M
Non-Disc.$67.5M
Employees5
Clients--
DateFeb 2011
Total AUM$312.8M
Discretionary$292.7M
Non-Disc.$20.2M
Employees5
Clients--
DateFeb 2009
Total AUM$274.2M
Discretionary$257.1M
Non-Disc.$17.1M
Employees5
Clients--
DateMar 2007
Total AUM$324.5M
Discretionary$307.3M
Non-Disc.$17.2M
Employees5
Clients--
DateMar 2006
Total AUM$284.4M
Discretionary$266.7M
Non-Disc.$17.7M
Employees5
Clients--
DateSep 2005
Total AUM$251.9M
Discretionary$233.4M
Non-Disc.$18.6M
Employees5
Clients--
DateSep 2005
Total AUM$251.9M
Discretionary$233.4M
Non-Disc.$18.6M
Employees5
Clients--
DateDec 2003
Total AUM$178.8M
Discretionary$167.4M
Non-Disc.$11.4M
Employees5
Clients--
DateApr 2002
Total AUM$250.3M
Discretionary$250.3M
Non-Disc.$0
Employees5
Clients--