Data / Investment advisers / Maryland / Gritstone Asset Management LLC
Gritstone Asset Management LLC, Bethesda, MD: $115 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Gritstone Asset Management LLC is an SEC registered investment adviser with its main office in Bethesda, Maryland and reports $115 million in regulatory assets under management in its Form ADV filed March 19, 2026. Its clients include charitable organizations and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 298500
- SEC file number
- 801-126531
- SEC status
- Approved, effective September 9, 2022
- Main office
- 4800 Hampden Lane Suite 200, Bethesda, MD 20814
- Phone
- (240) 470-7001
- Website
- gritstoneam.com
- Regulatory AUM
- $114,882,356 in the Form ADV filed March 19, 2026
- Discretionary AUM
- $114,882,356
- Accounts
- 38
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $16,339,189
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $80.2 million |
| Pooled investment vehicles | 1 | $16.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $114.9 million | March 19, 2026 |
| December 1, 2025 | $106.4 million | March 31, 2025 |
Other advisers in Bethesda
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Promethium | Bethesda | $235.3 million | Not listed | adviserinfo.sec.gov |
| Bluestone® Financial Advisors, LLC | Bethesda | $207.3 million | Not listed | adviserinfo.sec.gov |
| Calvert Impact Advisory Services, LLC | Bethesda | $197.8 million | Not listed | adviserinfo.sec.gov |
| Hillman Capital Management Inc | Bethesda | $195.9 million | Not listed | adviserinfo.sec.gov |
| Global Environment Fund | Bethesda | $116 million | 3 | adviserinfo.sec.gov |
| RLJ Equity Partners, LLC | Bethesda | $109.1 million | 2 | adviserinfo.sec.gov |
| Standard Partners LLC | Bethesda | $108.3 million | 1 | adviserinfo.sec.gov |
| Kalamata Asset Management LLC | Bethesda | $106.8 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bethesda, MD
- Investment advisers in Maryland
- Advisers with $100 million to $500 million in AUM
- Advisers serving charitable organizations
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Gritstone Asset Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.