GRIZZLE INVESTMENT MANAGEMENT LLC
  • GRIZZLE INVESTMENT MANAGEMENT LLC

Adviser Profile

As of Date 09/02/2026
Registration SEC, Approved, 11/12/2021
Contact Info (26 xxxxxxx
Websites
AUM* 34,194,281 2557%
of that, discretionary 34,194,281 2557%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 34,194,281 2557%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

14M 12M 10M 8M 6M 4M 2M
2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser KAIJU ETF ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM3.9m #Funds-
Adviser TEUCRIUM INVESTMENT ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM277.4m #Funds-
Adviser DISTRIBUTION COGNIZANT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM5.3m #Funds-
Adviser INHERENT WEALTH FUND, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM700.0k #Funds-
Adviser THE ENERGY & MINERALS GROUP ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM2.8m #Funds-
Adviser HAVEN ASSET MANAGEMENT (INTERVAL FUNDS) LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM16.4m #Funds-
Adviser FINITE MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM3.0m #Funds-
Adviser KELLY INTELLIGENCE Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM81.7m #Funds-
Adviser SWAN WEALTH ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM98.0m #Funds-
Adviser DYNASTY WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund29.0m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV29.0m AUM13.9b #Funds2