GRACE CAPITAL
CRD #139771 SEC #801-67731 QUINCY, MA 857-317-6642
SEC Registered
Total AUM
$202.8M
Discretionary
$43M
Employees
4
Clients
--
Accounts
49
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $202.8M | $43M | $159.8M | 4 | 0 |
| Jun 2021 | $195.2M | $30.4M | $164.9M | 4 | 0 |
| Mar 2021 | $195.2M | $30.4M | $164.9M | 4 | 0 |
| Oct 2020 | $149M | $28.7M | $120.3M | 5 | 0 |
| Sep 2020 | $149M | $28.7M | $120.3M | 5 | 0 |
| Jun 2020 | $149M | $28.7M | $120.3M | 4 | 0 |
| Mar 2020 | $149M | $28.7M | $120.3M | 4 | 0 |
| Jul 2019 | $266.2M | $169.7M | $96.5M | 7 | 0 |
| Mar 2019 | $266.2M | $169.7M | $96.5M | 7 | 0 |
| Sep 2018 | $325.2M | $325.2M | $0 | 7 | 0 |
| Apr 2018 | $325.2M | $325.2M | $0 | 7 | 0 |
| Mar 2018 | $325.2M | $325.2M | $0 | 7 | 0 |
| Feb 2018 | $325.2M | $325.2M | $0 | 7 | 0 |
| Mar 2017 | $297.1M | $297.1M | $0 | 7 | 177 |
| Mar 2017 | $297.1M | $297.1M | $0 | 7 | 177 |
| Mar 2017 | $297.1M | $297.1M | $0 | 7 | 177 |
| Nov 2016 | $287.1M | $287.1M | $0 | 8 | 200 |
| Aug 2016 | $287.1M | $287.1M | $0 | 8 | 200 |
| Aug 2016 | $287.1M | $287.1M | $0 | 8 | 200 |
| Jul 2016 | $287.1M | $287.1M | $0 | 8 | 200 |
| Jun 2016 | $287.1M | $287.1M | $0 | 8 | 200 |
| May 2016 | $287.1M | $287.1M | $0 | 8 | 200 |
| Mar 2016 | $287.1M | $287.1M | $0 | 8 | 200 |
| Oct 2015 | $363M | $363M | $0 | 8 | 200 |
| Jul 2015 | $363M | $363M | $0 | 8 | 200 |
| Jul 2015 | $363M | $363M | $0 | 8 | 200 |
| Jun 2015 | $363M | $363M | $0 | 8 | 200 |
| May 2015 | $363M | $363M | $0 | 8 | 200 |
| Mar 2015 | $457.4M | $457.4M | $0 | 8 | 200 |
| Feb 2015 | $457.4M | $457.4M | $0 | 8 | 200 |
| Jul 2014 | $311.6M | $311.6M | $0 | 8 | 100 |
| Jun 2014 | $311.6M | $311.6M | $0 | 8 | 100 |
| Mar 2014 | $311.6M | $311.6M | $0 | 8 | 100 |
| Nov 2013 | $290M | $290M | $0 | 7 | 100 |
| Oct 2013 | $290M | $290M | $0 | 7 | 100 |
| Jul 2013 | $83.1M | $83.1M | $0 | 7 | 100 |
| Jul 2013 | $83.1M | $83.1M | $0 | 7 | 100 |
| Apr 2013 | $83.1M | $83.1M | $0 | 7 | 100 |
| Mar 2013 | $83.1M | $83.1M | $0 | 7 | 100 |
| Aug 2012 | $72.3M | $72.3M | $0 | 6 | 100 |
| Feb 2012 | $72.3M | $72.3M | $0 | 6 | 200 |
| Jun 2011 | $47.9M | $47.9M | $0 | 10 | -- |
| Mar 2011 | $47.9M | $47.9M | $0 | 10 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2022
Total AUM$202.8M
Discretionary$43M
Non-Disc.$159.8M
Employees4
Clients0
DateJun 2021
Total AUM$195.2M
Discretionary$30.4M
Non-Disc.$164.9M
Employees4
Clients0
DateMar 2021
Total AUM$195.2M
Discretionary$30.4M
Non-Disc.$164.9M
Employees4
Clients0
DateOct 2020
Total AUM$149M
Discretionary$28.7M
Non-Disc.$120.3M
Employees5
Clients0
DateSep 2020
Total AUM$149M
Discretionary$28.7M
Non-Disc.$120.3M
Employees5
Clients0
DateJun 2020
Total AUM$149M
Discretionary$28.7M
Non-Disc.$120.3M
Employees4
Clients0
DateMar 2020
Total AUM$149M
Discretionary$28.7M
Non-Disc.$120.3M
Employees4
Clients0
DateJul 2019
Total AUM$266.2M
Discretionary$169.7M
Non-Disc.$96.5M
Employees7
Clients0
DateMar 2019
Total AUM$266.2M
Discretionary$169.7M
Non-Disc.$96.5M
Employees7
Clients0
DateSep 2018
Total AUM$325.2M
Discretionary$325.2M
Non-Disc.$0
Employees7
Clients0
DateApr 2018
Total AUM$325.2M
Discretionary$325.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$325.2M
Discretionary$325.2M
Non-Disc.$0
Employees7
Clients0
DateFeb 2018
Total AUM$325.2M
Discretionary$325.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$297.1M
Discretionary$297.1M
Non-Disc.$0
Employees7
Clients177
DateMar 2017
Total AUM$297.1M
Discretionary$297.1M
Non-Disc.$0
Employees7
Clients177
DateMar 2017
Total AUM$297.1M
Discretionary$297.1M
Non-Disc.$0
Employees7
Clients177
DateNov 2016
Total AUM$287.1M
Discretionary$287.1M
Non-Disc.$0
Employees8
Clients200
DateAug 2016
Total AUM$287.1M
Discretionary$287.1M
Non-Disc.$0
Employees8
Clients200
DateAug 2016
Total AUM$287.1M
Discretionary$287.1M
Non-Disc.$0
Employees8
Clients200
DateJul 2016
Total AUM$287.1M
Discretionary$287.1M
Non-Disc.$0
Employees8
Clients200
DateJun 2016
Total AUM$287.1M
Discretionary$287.1M
Non-Disc.$0
Employees8
Clients200
DateMay 2016
Total AUM$287.1M
Discretionary$287.1M
Non-Disc.$0
Employees8
Clients200
DateMar 2016
Total AUM$287.1M
Discretionary$287.1M
Non-Disc.$0
Employees8
Clients200
DateOct 2015
Total AUM$363M
Discretionary$363M
Non-Disc.$0
Employees8
Clients200
DateJul 2015
Total AUM$363M
Discretionary$363M
Non-Disc.$0
Employees8
Clients200
DateJul 2015
Total AUM$363M
Discretionary$363M
Non-Disc.$0
Employees8
Clients200
DateJun 2015
Total AUM$363M
Discretionary$363M
Non-Disc.$0
Employees8
Clients200
DateMay 2015
Total AUM$363M
Discretionary$363M
Non-Disc.$0
Employees8
Clients200
DateMar 2015
Total AUM$457.4M
Discretionary$457.4M
Non-Disc.$0
Employees8
Clients200
DateFeb 2015
Total AUM$457.4M
Discretionary$457.4M
Non-Disc.$0
Employees8
Clients200
DateJul 2014
Total AUM$311.6M
Discretionary$311.6M
Non-Disc.$0
Employees8
Clients100
DateJun 2014
Total AUM$311.6M
Discretionary$311.6M
Non-Disc.$0
Employees8
Clients100
DateMar 2014
Total AUM$311.6M
Discretionary$311.6M
Non-Disc.$0
Employees8
Clients100
DateNov 2013
Total AUM$290M
Discretionary$290M
Non-Disc.$0
Employees7
Clients100
DateOct 2013
Total AUM$290M
Discretionary$290M
Non-Disc.$0
Employees7
Clients100
DateJul 2013
Total AUM$83.1M
Discretionary$83.1M
Non-Disc.$0
Employees7
Clients100
DateJul 2013
Total AUM$83.1M
Discretionary$83.1M
Non-Disc.$0
Employees7
Clients100
DateApr 2013
Total AUM$83.1M
Discretionary$83.1M
Non-Disc.$0
Employees7
Clients100
DateMar 2013
Total AUM$83.1M
Discretionary$83.1M
Non-Disc.$0
Employees7
Clients100
DateAug 2012
Total AUM$72.3M
Discretionary$72.3M
Non-Disc.$0
Employees6
Clients100
DateFeb 2012
Total AUM$72.3M
Discretionary$72.3M
Non-Disc.$0
Employees6
Clients200
DateJun 2011
Total AUM$47.9M
Discretionary$47.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$47.9M
Discretionary$47.9M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--