Grassiinvest
About Grassiinvest
Grassiinvest is a Financial Services company, and was acquired by Creative Planning in September 2025. It offers customized investment management and portfolio services for individuals, families, and institutions. It operates on a B2B and B2C model. Grassiinvest offers products and services including Investment Management, Wealth Management, and Capital Preservation. Its focus areas include Investment Management, Capital Preservation, Long-term Strategies and Wealth Management. Its legal entity is GRASSI INVESTMENT MANAGEMENT, LLC.
Company details
Grassi Investment Management specializes in providing personalized investment services, including portfolio design, wealth management, and capital preservation. They select stocks and bonds for clients, focusing on long-term strategies to meet goals like retirement and financial independence. Based in Santa Clara, California, they serve individuals, families, foundations, and institutions with tailored approaches to minimize risk and achieve performance. Their services emphasize bottom-up investing and customized solutions.
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website grassiinvest.com
- Social LinkedIn
- Acquired by Creative Planning (Sep 2025)
- Legal Name Grassi Investment Management, Llc
- Investors
- Acquired byCreative Planning
(Sep 2025)
Products & Services of Grassiinvest
Grassiinvest offers a comprehensive portfolio of products and services, including Investment Management, Wealth Management, and Capital Preservation.
Customized portfolio design and management for client investment goals.
Building wealth through long-term investment strategies and risk assessment.
Focuses on preserving capital with minimal risk in investment portfolios.
Investors in Grassiinvest
Grassiinvest has secured backing from 1 investor. Prominent investors backing the company include Creative Planning.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of wealth management services | 1983 | creativeplanning.com | Overland Park, United States |
Investor details for Grassiinvest
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Top companies in Private Equity Funds
10 companies that operate in the same segment as Grassiinvest (Private Equity Funds), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Alternative asset investment management firm | 1997 | Los Angeles, California, United States | – | USD 6.2 B | 3,200 | |
Private equity firm and fund of funds focused on multiple sectors | 2020 | India | – | USD 238.01 M | 969 | |
Private equity and debt investments are managed for businesses. | 2004 | Los Angeles, California, United States | – | USD 3.15 B | 3,200 | |
Multiple sectors are invested in by this private equity firm. | 1976 | New York, New York, United States | – | USD 20.29 B | 4,830 | |
Acquisitions are targeted by Novacap, a private equity firm. | 1981 | Brossard, Quebec, Canada | – | – | 298 | |
Digital infrastructure and real estate investments are managed by DigitalBridge. | 2013 | Manchester, Greater Manchester, United Kingdom | – | USD 607.03 M | 324 | |
Limited information is provided about Onex's activities. | 1984 | Toronto, Ontario, Canada | – | USD 293.91 M | 373 | |
Data infrastructure companies are targeted for private equity investments. | 2001 | San Francisco, California, United States | – | – | 60 | |
Private equity investments are directed toward multiple sectors. | 1986 | Washington, District Of Columbia, United States | – | USD 4.79 B | 2,300 | |
A private equity firm focused on mid-market software leaders. | 1990 | Menlo Park, California, United States | – | USD 164.06 M | – |
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Related news about Grassiinvest
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Frequently Asked Questions about Grassiinvest
Grassi Investment Management specializes in providing personalized investment services, including portfolio design, wealth management, and capital preservation. They select stocks and bonds for clients, focusing on long-term strategies to meet goals like retirement and financial independence. Based in Santa Clara, California, they serve individuals, families, foundations, and institutions with tailored approaches to minimize risk and achieve performance. Their services emphasize bottom-up investing and customized solutions.
Grassiinvest offers Investment Management, Wealth Management, and Capital Preservation.
Grassiinvest has 1 investor. Key investors include Creative Planning.
Grassiinvest operates through Grassi Investment Management, Llc.
Yes. Grassiinvest was acquired by Creative Planning in September 2025.