Grace Capital
Legal Name: GRACE CAPITAL
50 CONGRESS ST., SUITE 945, BOSTON, MA
Full Contact Details
Grace Capital
50 CONGRESS ST., SUITE 945, BOSTON, MA
857-317-6642
617-812-2693
Other Info
Grace Capital is legally known as GRACE CAPITAL. It is a MA Corporation. This firm has 7 employees, of which 5 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 16, 2007.
Direct Owners
-
CATHERINE VANESSA FADDIS
PRESIDENT owns 75% or more
-
COLLETTE BERNADETTE RAJOTTE
CHIEF COMPLIANCE OFFICER owns less than 5%
-
JANE LIOU LI
PARTNER owns more than 10% but less than 25%
-
SAMI UDDIN NASIR
PARTNER owns less than 5%
-
SHAWN DOUGLAS MIKOL
PARTNER owns more than 5% but less than 10%
Firms Located Nearby
- Boston Management and Research
- Crestwood Advisors Group LLC
- THL Managers VI LLC
- Choate Investment Advisors LLC
- Rhumbline Advisers Ltd Partnership
- Welch & Forbes LLC
- John Hancock Investment Management Services LLC
- Bainco International Investors LLC
- Bain Capital Partnership Strategies LP
- LONG Wharf Capital LLC
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 14, 2019
- MICROSOFT CORP $5,202k
- VANGUARD WORLD FDS CONSUM DIS $4,301k
- VANGUARD WORLD FDS $4,275k
- JPMORGAN CHASE & CO $4,253k
- VANGUARD WORLD FDS HEALTH CAR $4,153k
- WALMART INC COM $3,422k
- INTL BUSINESS MCHN $3,122k
- CHENIERE ENERGY PARTNERS LP $3,079k
- SELECT SECTOR SPDR TR SBI INT-FINL $3,073k
- SELECT SECTOR SPDR $2,988k