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GRAND JEAN CAPITAL MANAGEMENT INC.

One Market-Steuart Tower
Suite 1440
San Francisco, California 94105
Tel: 415-512-5430

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About GRAND JEAN CAPITAL MANAGEMENT INC.

GRAND JEAN CAPITAL MANAGEMENT INC, formally registered with the SEC as GRAND JEAN CAPITAL MANAGEMENT INC. The firm was established in 05/17/1990. They have over 1 offices throughout the country.

GRAND JEAN CAPITAL MANAGEMENT INC. is a San Francisco, California based Financial Planning firm with nearly $464,583,989 assets under management, offering retirement planning & investment advisory services to 204 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#111738
SEC#801-36610
Assets Managed by Firm$464,583,989
No. of Clients204
No. of Advisors6

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total204$464,583,989
Individuals (other than high net worth individuals)22$3,612,653
High net worth individuals135$428,474,546
Pension and profit sharing plans6$6,929,291
Charitable organizationsFewer than 5 clients$25,567,499

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