AdvisorCensus / Financial advisors / Pennsylvania / Pittsburgh / Gridiron Partners, LLC
Gridiron Partners, LLC is an SEC-registered investment advisory firm in Wexford, PA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.
Quick answers
From the filingHow is Gridiron Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Gridiron Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
What does Gridiron Partners, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 24, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Gridiron Partners, LLC located?
Gridiron Partners, LLC's principal office is in Wexford, PA, according to its Form ADV.
Is Gridiron Partners, LLC registered with the SEC or a state?
Gridiron Partners, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 300920.
How much does Gridiron Partners, LLC manage?
Gridiron Partners, LLC reports $285,750,950 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).
How have Gridiron Partners, LLC's assets and staff changed since 2021?
In the Form ADV data for Gridiron Partners, LLC: Regulatory assets under management: $127,252,000 in the October 2021 data and $285,750,950 in the October 2026 data, up 125%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Gridiron Partners, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (43); pension and profit sharing plans (but not the plan participants or government pension plans) (10); state or municipal government entities (including government pension plans) (6).
Which custodians does Gridiron Partners, LLC use?
Gridiron Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, PNC Bank and US Bank as custodians holding 10% or more of its separately managed account assets.
Does Gridiron Partners, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300920
Does Gridiron Partners, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 24, 2026 says: "The Firm generally imposes a minimum portfolio value of $1,000,000 for its discretionary investment management services. Gridiron , in its sole discretion, reserves the right to negotiate or waive its stated account minimum or aggregate the portfolios/accounts of family members to meet the minimum portfolio size."
What changed in Gridiron Partners, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $246,128,545 to $285,750,950 (+16%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)
The brochure's wording
The Firm’s fee schedule for SMAs varies depending on size but is generally between 0.50% and 1.50% of the account’s assets under management.
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The Firm generally imposes a minimum portfolio value of $1,000,000 for its discretionary investment management services. Gridiron , in its sole discretion, reserves the right to negotiate or waive its stated account minimum or aggregate the portfolios/accounts of family members to meet the minimum portfolio size.
As stated in the firm's Form ADV Part 2A brochure dated March 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$285,750,950 as of October 2026, filing dated March 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (6 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $285,750,950 | 2 | March 24, 2026 |
| October 2025 | $246,128,545 | 2 | March 25, 2025 |
| October 2024 | $224,389,614 | 2 | March 7, 2024 |
| October 2023 | $168,442,426 | 2 | March 31, 2023 |
| October 2022 | $147,544,892 | 2 | March 29, 2022 |
| October 2021 | $127,252,000 | 2 | March 26, 2021 |
Regulatory assets under management: $127,252,000 in the October 2021 data and $285,750,950 in the October 2026 data, up 125%.
Total employees: 2 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $246,128,545 to $285,750,950 (+16%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Gridiron Partners, LLC (CRD 300920): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/gridiron-partners-llc-wexford-pa-300920