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GRACE & WHITE, INC
CRD 110761 · SEC 801-13000
515 MADISON AVE, SUITE 1700, NEW YORK, NY, 10022, United States
Phone
212-935-5990
Fax
212-935-0503
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$964.2M
Discretionary AUM
$964.2M
Team
5 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-08
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $8.2M |
| High net worth individuals | 156 | $912.2M |
| Pension/profit sharing plans | 5 | $28.6M |
| Charitable organizations | 2 | $4.8M |
| Corporations/business entities | 2 | $10.5M |
States served
NY
Official SEC filing: View on IAPD