Grimaldi Portfolio Solutions

The firm offers portfolio advisory and wealth management services centered on customized asset allocation. Public disclosures indicate a focus on financial planning and investment management for individual clients. No proprietary fund products or institutional separate accounts have been publicly documented.

The firm has not publicly named its investment committee or key decision-makers. As a small advisory practice, investment authority likely rests with the firm's founder or managing principal. No regulatory filings identifying specific control persons have been surfaced.

Based on its operations in New York, the firm is likely registered with the SEC or the state of New York as a Registered Investment Advisor (RIA). Advisors of its profile typically file Form ADV with regulators, though the firm's specific registration status has not been confirmed from public records.

There is no public evidence that the firm manages institutional capital. Its profile suggests a private wealth practice serving individual and possibly family clients. No pension fund, endowment, or foundation relationships have been disclosed.

Typical fee structures for firms of this profile include a percentage of assets under management, hourly planning fees, or flat retainer arrangements. The firm has not published its specific fee schedule. No performance-based fee structures are documented.