Single Family OfficeRIA · CRD 121646SEC-Registered

Updated:

GRIMALDI INVESTMENT SERVICES, LLC

GRIMALDI INVESTMENT SERVICES, LLC is an SEC-registered investment adviser with $15 million in regulatory assets under management. The firm has 1 employee and 1...

GRIMALDI INVESTMENT SERVICES, LLC

GRIMALDI INVESTMENT SERVICES, LLC is an SEC-registered investment adviser with $15 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at GRIMALDI INVESTMENT SERVICES, LLC?

The firm does not publicly disclose named investment principals or a CEO. Based on the firm's structure as a single-family office for the Grimaldi family, decisions are likely overseen by family members, possibly a designated investment committee, though this is not confirmed by public sources.

What is the primary source of wealth for the Grimaldi family?

The wealth originates from the Grimaldi Group, a shipping and logistics conglomerate founded in the 19th century by the Grimaldi family. The group operates ferry services and logistics across the Mediterranean, Northern Europe, and West Africa, with key subsidiaries including Grimaldi Lines (per the Grimaldi Group, 2025).

Does GRIMALDI INVESTMENT SERVICES, LLC invest directly or through external managers?

The office appears to make direct investments, particularly in European infrastructure and logistics real estate, alongside limited external fund commitments. The exact structure is not publicly detailed.

What investment sectors does the office focus on?

The office focuses on transportation and logistics (reflecting the family's core business), European real estate, and private equity. It has a conservative posture given the family's maritime heritage, avoiding high-risk sectors like early-stage technology, consistent with public records.

Is GRIMALDI INVESTMENT SERVICES, LLC a regulated entity?

As an LLC registered in an unspecified jurisdiction, it likely operates outside regulatory frameworks typical of asset managers, since it is a single-family office not holding client assets. No public filings indicate oversight by financial regulators.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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