Hedge Fund
    Manages Private Funds

    Grupp Financial LLC

    Registered investment advisor · Jackson, Wyoming · CRD #168436

    Assets Under Management
    $100M
    Client Accounts
    37
    Employees
    3
    CRD Number
    168436
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Grupp Financial LLC

    Grupp Financial LLC is a registered investment advisory firm headquartered in Jackson, Wyoming, managing approximately $100M in regulatory assets across 37 client accounts. The firm's full regulatory record is filed with the SEC under CRD #168436.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Grupp Financial LLC's AUM?

    Grupp Financial LLC reports approximately $100M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Grupp Financial LLC headquartered?

    Grupp Financial LLC is headquartered in Jackson, Wyoming.

    What is Grupp Financial LLC's CRD number?

    Grupp Financial LLC's CRD number is 168436. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Grupp Financial LLC manage?

    Grupp Financial LLC manages approximately 37 client accounts according to its latest SEC filing.

    Is Grupp Financial LLC SEC registered?

    Grupp Financial LLC is registered as a STATE investment adviser.

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