Grassi Investment Management
Grassi Investment Management is a multi-family office headquartered in Santa Clara. The firm provides investment management and advisory services to high-net-worth families, focusing on portfolio construction, risk management, and integrated wealth solutions.
Grassi Investment Management
Grassi Investment Management is a multi-family office headquartered in Santa Clara. The firm provides investment management and advisory services to high-net-worth families, focusing on portfolio construction, risk management, and integrated wealth solutions. Grassi Investment Management assists clients with asset allocation, tax planning, philanthropic initiatives, and legacy planning—offers tailored strategies designed to preserve and grow family wealth across generations while addressing complex financial needs.
General information
Firm type
Multi Family Office
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
Santa Clara
Corporate office
—
Frequently asked questions
What is Grassi Investment Management?
Grassi Investment Management is a multi family office headquartered in Santa Clara.
Where is Grassi Investment Management headquartered?
Grassi Investment Management is headquartered in Santa Clara, in the North America region.
What does Altss track for Grassi Investment Management?
Altss maintains an OSINT-verified profile of Grassi Investment Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Grassi Investment Management?
Grassi Investment Management is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Grassi Investment Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Grassi Investment Management?
Grassi Investment Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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