GRANDFIELD & DODD, LLC
CRD #110971 SEC #801-60064 NEW YORK, NY 212-477-9626
SEC Registered
Total AUM
$2B
Discretionary
$2B
Employees
16
Clients
--
Accounts
1,766
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $2B | $2B | $6.7M | 16 | 7 |
| Mar 2025 | $2B | $2B | $6.7M | 16 | 7 |
| Feb 2025 | $1.9B | $1.9B | $5.9M | 14 | 13 |
| Mar 2024 | $1.9B | $1.9B | $5.9M | 14 | 13 |
| Nov 2023 | $1.8B | $1.8B | $3.5M | 14 | 13 |
| Mar 2023 | $1.8B | $1.8B | $3.5M | 14 | 13 |
| Mar 2022 | $1.9B | $1.9B | $10.8M | 14 | 13 |
| Nov 2021 | $1.7B | $1.7B | $9.1M | 12 | 7 |
| Mar 2021 | $1.7B | $1.7B | $9.1M | 12 | 7 |
| Oct 2020 | $1.5B | $1.5B | $7.6M | 10 | 18 |
| May 2020 | $1.5B | $1.5B | $7.6M | 10 | 18 |
| Mar 2020 | $1.5B | $1.5B | $7.6M | 10 | 18 |
| Dec 2019 | $1.2B | $1.2B | $6M | 11 | 7 |
| Mar 2019 | $1.2B | $1.2B | $6M | 12 | 7 |
| Jan 2019 | $1.3B | $1.3B | $4M | 12 | 8 |
| Mar 2018 | $1.3B | $1.3B | $4M | 12 | 8 |
| Mar 2017 | $1.1B | $1.1B | $2.2M | 11 | 600 |
| Mar 2016 | $981.9M | $980.5M | $1.5M | 10 | 600 |
| Mar 2016 | $981.9M | $980.5M | $1.5M | 10 | 600 |
| Mar 2015 | $959.9M | $958.6M | $1.3M | 9 | 500 |
| Mar 2014 | $885.5M | $884.6M | $930.9K | 10 | 400 |
| Oct 2013 | $803.3M | $738.2M | $65.1M | 10 | 300 |
| Aug 2013 | $803.3M | $738.2M | $65.1M | 10 | 300 |
| Jul 2013 | $803.3M | $738.2M | $65.1M | 10 | 300 |
| May 2013 | $803.3M | $738.2M | $65.1M | 10 | 300 |
| Mar 2013 | $803.3M | $738.2M | $65.1M | 9 | 300 |
| Feb 2012 | $729.9M | $666.8M | $63.1M | 6 | 300 |
| Mar 2011 | $740.7M | $624.9M | $115.8M | 10 | -- |
| Mar 2011 | $705.7M | $595.3M | $110.4M | 10 | -- |
| Jan 2011 | $705.7M | $595.3M | $110.4M | 10 | -- |
| Apr 2009 | $590M | $489.2M | $100.9M | 10 | -- |
| Mar 2009 | $590M | $489.2M | $100.9M | 10 | -- |
| Mar 2008 | $727.2M | $540.2M | $187.1M | 10 | -- |
| Mar 2007 | $685.5M | $496.3M | $189.1M | 10 | -- |
| Jan 2007 | $561.7M | $397.6M | $164.1M | 10 | -- |
| Mar 2006 | $561.7M | $397.6M | $164.1M | 10 | -- |
| Sep 2005 | $539.9M | $351.6M | $188.3M | 10 | -- |
| Sep 2005 | $539.9M | $351.6M | $188.3M | 10 | -- |
| Feb 2005 | $539.9M | $351.6M | $188.3M | 10 | -- |
| Aug 2004 | $441.4M | $350.8M | $90.5M | 10 | -- |
| Nov 2003 | $373.3M | $286.9M | $86.4M | 10 | -- |
| Jun 2001 | $173.4M | $111.1M | $62.3M | 5 | -- |
| Jun 2001 | $173.4M | $111.1M | $62.3M | 5 | -- |
DateSep 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$6.7M
Employees16
Clients7
DateMar 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$6.7M
Employees16
Clients7
DateFeb 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$5.9M
Employees14
Clients13
DateMar 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$5.9M
Employees14
Clients13
DateNov 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$3.5M
Employees14
Clients13
DateMar 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$3.5M
Employees14
Clients13
DateMar 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$10.8M
Employees14
Clients13
DateNov 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$9.1M
Employees12
Clients7
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$9.1M
Employees12
Clients7
DateOct 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$7.6M
Employees10
Clients18
DateMay 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$7.6M
Employees10
Clients18
DateMar 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$7.6M
Employees10
Clients18
DateDec 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$6M
Employees11
Clients7
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$6M
Employees12
Clients7
DateJan 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$4M
Employees12
Clients8
DateMar 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$4M
Employees12
Clients8
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.2M
Employees11
Clients600
DateMar 2016
Total AUM$981.9M
Discretionary$980.5M
Non-Disc.$1.5M
Employees10
Clients600
DateMar 2016
Total AUM$981.9M
Discretionary$980.5M
Non-Disc.$1.5M
Employees10
Clients600
DateMar 2015
Total AUM$959.9M
Discretionary$958.6M
Non-Disc.$1.3M
Employees9
Clients500
DateMar 2014
Total AUM$885.5M
Discretionary$884.6M
Non-Disc.$930.9K
Employees10
Clients400
DateOct 2013
Total AUM$803.3M
Discretionary$738.2M
Non-Disc.$65.1M
Employees10
Clients300
DateAug 2013
Total AUM$803.3M
Discretionary$738.2M
Non-Disc.$65.1M
Employees10
Clients300
DateJul 2013
Total AUM$803.3M
Discretionary$738.2M
Non-Disc.$65.1M
Employees10
Clients300
DateMay 2013
Total AUM$803.3M
Discretionary$738.2M
Non-Disc.$65.1M
Employees10
Clients300
DateMar 2013
Total AUM$803.3M
Discretionary$738.2M
Non-Disc.$65.1M
Employees9
Clients300
DateFeb 2012
Total AUM$729.9M
Discretionary$666.8M
Non-Disc.$63.1M
Employees6
Clients300
DateMar 2011
Total AUM$740.7M
Discretionary$624.9M
Non-Disc.$115.8M
Employees10
Clients--
DateMar 2011
Total AUM$705.7M
Discretionary$595.3M
Non-Disc.$110.4M
Employees10
Clients--
DateJan 2011
Total AUM$705.7M
Discretionary$595.3M
Non-Disc.$110.4M
Employees10
Clients--
DateApr 2009
Total AUM$590M
Discretionary$489.2M
Non-Disc.$100.9M
Employees10
Clients--
DateMar 2009
Total AUM$590M
Discretionary$489.2M
Non-Disc.$100.9M
Employees10
Clients--
DateMar 2008
Total AUM$727.2M
Discretionary$540.2M
Non-Disc.$187.1M
Employees10
Clients--
DateMar 2007
Total AUM$685.5M
Discretionary$496.3M
Non-Disc.$189.1M
Employees10
Clients--
DateJan 2007
Total AUM$561.7M
Discretionary$397.6M
Non-Disc.$164.1M
Employees10
Clients--
DateMar 2006
Total AUM$561.7M
Discretionary$397.6M
Non-Disc.$164.1M
Employees10
Clients--
DateSep 2005
Total AUM$539.9M
Discretionary$351.6M
Non-Disc.$188.3M
Employees10
Clients--
DateSep 2005
Total AUM$539.9M
Discretionary$351.6M
Non-Disc.$188.3M
Employees10
Clients--
DateFeb 2005
Total AUM$539.9M
Discretionary$351.6M
Non-Disc.$188.3M
Employees10
Clients--
DateAug 2004
Total AUM$441.4M
Discretionary$350.8M
Non-Disc.$90.5M
Employees10
Clients--
DateNov 2003
Total AUM$373.3M
Discretionary$286.9M
Non-Disc.$86.4M
Employees10
Clients--
DateJun 2001
Total AUM$173.4M
Discretionary$111.1M
Non-Disc.$62.3M
Employees5
Clients--
DateJun 2001
Total AUM$173.4M
Discretionary$111.1M
Non-Disc.$62.3M
Employees5
Clients--