# Grassi Investment Management

Grassi Investment Management is a Multi Family Office based in Santa Clara, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Santa Clara, United States
- **Region:** North America
- **Address:** Santa Clara, CA, United States
- **Assets under management:** 1.4B (Altss estimate)
- **Website:** grassiinvest.com
- **LinkedIn:** https://www.linkedin.com/company/grassi-investment-management

## Regulatory record

- **Reports private funds:** No

## About

Grassi Investment Management operates as a multi-family office based in Santa Clara. Peter E. Grassi serves as founder and owner. The firm supplies investment management and advisory services to high-net-worth families. The firm allocates across public equities and growth investments. Confirmed holdings include a position in Coinbase Global. Sector exposure centers on FinTech and Healthcare Services, with technology emphasis on AI/ML, Biotech, and Semiconductors. All activity remains within North America. The firm does not pursue direct co-investments, SPVs, or fund-of-funds structures. The team includes David Lohrey as business partner. Philanthropic ties connect to the Community Foundation for Monterey County and Second Harvest of Silicon Valley. No additional offices or dated operational events from the last 24 months appear in available records. The firm maintains relationships with educational institutions including St. Ignatius College Preparatory and Junípero Serra High School. Peter E. Grassi previously served on the board of the California Alumni Association from 2016 to 2020.

## Sectors

- FinTech
- Healthcare Services

## People

- Peter E. Grassi — Founder and Owner
- David Lohrey — Business Partner

## Questions

### Who runs investment decisions at Grassi Investment Management?

Peter E. Grassi serves as founder and owner. David Lohrey acts as business partner with prior investment committee involvement.

### What asset classes does Grassi Investment Management deploy into?

The firm allocates to public equities and growth-stage investments. It holds a position in Coinbase Global.

### Does Grassi Investment Management participate in fund commitments or direct deals?

The firm avoids direct co-investments, SPVs, and fund-of-funds structures. Capital deployment stays limited to public equities and growth investments.

### Which sectors does Grassi Investment Management target?

Sector exposure centers on FinTech and Healthcare Services. Technology focuses include AI/ML, Biotech, and Semiconductors.

### Where does Grassi Investment Management invest geographically?

All confirmed activity occurs within North America.

## Related profiles

- [Alpine Private Capital](https://altss.com/profile/alpine-private-capital)
- [Company H](https://altss.com/profile/company-h)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/grassi-investment-management

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