Grand-Jean Capital Management, Inc. (the "Firm") provides equity portfolio management primarily to individuals. Founder and President Steven Grand-Jean spent a 20-year career in investment banking with Salomon Brothers and Montgomery Securities, where he developed insights and management relationships across a wide variety of industires. The officers of the firm invest substantially all of their liquid equity assets in the same securities as their clients.
Year Founded: 1990
Fee Structure:
$1 million to $5 million;
1.25% annual fee on assets
$5 million to $10 million;
1.00% annual fee on assets
over $10 million;
0.75% annual fee on assets
Fee payable quarterly.
Incentive Fee: None.
Liquidity: Clients can request to terminate their investment advisory agreement and liquidate all positions with one business day’s notice.
Transparency: Full transparency on positions held and trading activity.
Account Structure: Each account is managed individually, but accounts generally hold the same securities in more or less the same percentages.