# Grossman Financial Management

Grossman Financial Management is an Asset Manager based in Chicago, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Founded:** 1994
- **Assets under management:** Under $1 billion (Altss estimate)
- **Website:** grossmanfinancial.com

## Regulatory record

- **CRD number:** 128566
- **SEC file number:** 801-62980
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128566

## About

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.

## Sectors

- Real Estate
- Private Credit
- Special Situations

## People

- Melvyn Grossman — Founder and Principal

## 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.

## Related profiles

- [Higginbotham Retirement Advisors](https://altss.com/profile/higginbotham-retirement-advisors-inc)
- [BSIAS Advisors](https://altss.com/profile/bsias-advisors-llc)

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Last updated: 2026-08-11T15:06:57.816Z

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