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Inactive Investor · Grace & White, Inc

Oliver R. Grace

CRD 1502156 · Named on Form ADV at one SEC-registered adviser

At a glance

Grace & White, Inc, an SEC-registered wealth manager based in New York, NY with $964 million in regulatory assets, lists Oliver R. Grace on its Form ADV as Inactive Investor.

Firms and roles

  • Grace & White, IncInactive InvestorWealth manager · New York, NY · $964M in regulatory assets

AtlasMembers

Oliver’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with Oliver on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Oliver’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.