Gruenstein Investments LLC
SEC RegisteredAn investment advisory firm dedicated to helping clients meet their long-term financial goals
About the firm
Gruenstein Investments LLC is an investment advisory firm founded by David Gruenstein in 2018, based in NYC. The firm's objective is to help clients meet their long-term financial goals, with a focus on investing for absolute returns with a long-term time horizon.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory services focused on investing for absolute returns with a long-term time horizon to help clients meet their long-term financial goals.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 4 | $41M |
| Pension/Profit Sharing Plans | 1 | $21M |
Leadership
Office locations
Regulatory & compliance
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gruenstein Investments LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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