Gries Financial is a fund manager in Cleveland with $963.13 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
Industry
SEC CIK
IRS number
341257039
SEC advisor number
801-56552
FINRA CRD number
110031
AUM ?
$1.22 bn
(as of 29 Mar 24)
Accounts
1,731
(as of 29 Mar 24)
Employees
27
(13 investment advisory or research)
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Gries Financial LLC | $963.13 mm | |
Fieldstone - Sage Mill | $2.18 mm | Real Estate Fund |
Fieldstone Citymark | Real Estate Fund | |
Fieldstone Gem Investors IV | $16.63 k | Real Estate Fund |
Fieldstone Gem V Investors | $1.68 mm | Real Estate Fund |
Fieldstone Gem VI Investors | $1.51 mm | Real Estate Fund |
Fieldstone Phoenix '07 Fund | $494.35 k | Real Estate Fund |
Fieldstone Phoenix 2010 Fund | $32.20 k | Real Estate Fund |
Fieldstone Phoenix 2011 Fund | $177.35 k | Real Estate Fund |
Gem III Investors | Real Estate Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
21 Jun 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
16 Aug 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21