Gramercy Private Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,500,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Gramercy Private Wealth LLC provides discretionary investment management and related advisory services to individuals, high net worth individuals, trusts, estates, and businesses. Although the firm is registered in an investment-manager capacity, its brochure describes customized, single‑account portfolios composed primarily of individual equity securities and supplemented as appropriate with ETFs, options, mutual funds, and bonds.
The firm employs fundamental analysis and a primarily long‑term investment approach while allowing for shorter‑term trades to rebalance or meet client needs. It constructs tailored asset allocations and concentrated portfolios based on each client’s goals and risk tolerance, and may retain legacy positions for fit or tax reasons.
Noteworthy features include an explicit focus on high‑net‑worth individuals despite operating as a small, single‑advisor practice managing roughly $2.5 million in discretionary assets, and an emphasis on concentrated, individual‑security portfolios rather than pooled or proprietary funds. The firm participates on an institutional custodian platform that provides technology and operational support, does not accept full custody beyond fee deduction authority, and does not charge performance‑based fees.
Client services
Portfolio management
Expertise
Concentrated stock management
Active portfolio management
Tax-loss harvesting
Fee options
up to 1.00% annually
Main office location
Gramercy Private Wealth LLC
172 Montague Street, Suite 17 A
Brooklyn NY 11201, United States
Number of offices
1
Most active in
Gramercy Private Wealth LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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