# 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.

- CRD: 300920
- Filed as: GRIDIRON PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wexford, PA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300920
- AdvisorCensus page: https://advisorcensus.com/firm/gridiron-partners-llc-wexford-pa-300920

## Quick answers

**How 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.

**How much does Gridiron Partners, LLC charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> 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 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- PNC Bank
- US Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $285,750,950
- Discretionary: $285,750,950
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 43 | $12,301,904 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $173,441,000 |
| Charitable organizations | 3 | $18,620,420 |
| State or municipal government entities (including government pension plans) | 6 | $55,534,832 |
| Other | 6 | $25,852,794 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [gridironpartners.com](https://gridironpartners.com)
- LinkedIn @gridiron-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $127,252,000 | 2 | March 26, 2021 |
| October 2022 | $147,544,892 | 2 | March 29, 2022 |
| October 2023 | $168,442,426 | 2 | March 31, 2023 |
| October 2024 | $224,389,614 | 2 | March 7, 2024 |
| October 2025 | $246,128,545 | 2 | March 25, 2025 |
| October 2026 | $285,750,950 | 2 | March 24, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $246,128,545 to $285,750,950 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gridiron Partners, LLC (CRD 300920): Form ADV filing data as of October 2026.