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Grossman Financial Management
Grossman Financial Management is a Registered Investment Advisor and independent financial advisory firm providing comprehensive financial planning and asset...
Overview
Grossman Financial Management is a Registered Investment Advisor and independent financial advisory firm providing comprehensive financial planning and asset management services on a fee-only basis and in a fiduciary capacity. Facilitating comprehensive financial planning so individuals and families can achieve their financial goals is its primary mission. The firm is located in Benicia, CA and since 1997 has provided personalized counsel and attentive service to approximately 100 families.
General information
Firm type
Asset Manager
Year founded
1994
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Chicago, IL, United States
Principals
Melvyn Grossman
Founder and Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Grossman Financial Management?
Melvyn Grossman, the firm's founder, serves as the principal decision-maker for all investment and advisory activities. Grossman has a legal background, which informs the firm's approach to distressed situations. The firm does not list additional partners or investment committee members publicly.
What investment strategy does Grossman Financial Management pursue?
The firm focuses on distressed real estate, special situations, and private credit. Its core activity involves real estate debt restructurings, loan workouts, and creditor-side advisory, often with principal co-investment alongside the advisory mandate. The approach relies on legal structuring expertise to resolve complex situations.
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