Grassi Investment Management
Overview
Grassi Investment Management is a family-owned private investment firm based in Santa Clara, California, specializing in long-term investments in public companies. The firm offers investment management services for individuals, families, foundations, and institutions, focusing on customized portfolio design and management. Their approach emphasizes capital preservation while achieving long-term performance with minimal risk. The firm's investment strategy is bottom-up, involving fundamental analysis and research to identify undervalued companies with above-average growth potential. They manage various types of portfolios, including taxable accounts, retirement accounts, partnerships, trusts, and business-related accounts. Grassi Investment Management also works with institutions such as defined benefit plans, defined contribution plans, 401(k), 403(b), and 457 plans, profit-sharing plans, and charitable organizations like foundations and endowments. With over 30 years of experience, Grassi Investment Management has navigated various market cycles, including Black Monday in 1987, the Dot-Com Bubble in 2000, and the Financial Crisis of 2008. Their long-term track record reflects a commitment to sound investment advice and risk-averse strategies, providing clients with peace of mind during market fluctuations. The firm is registered with the U.S. Securities and Exchange Commission and operates on a fee-only basis, ensuring that its interests are aligned with its clients'.
Investment Focus
- Minimum account value of $1,000,000
Reach Grassi Investment Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Grassi Investment Management
What sectors does Grassi Investment Management invest in?
Grassi Investment Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Mountain View, California, United States. Grassi Investment Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Grassi Investment Management invest at?
Grassi Investment Management backs companies at Growth, Late Stage and Buyout.
Which regions does Grassi Investment Management invest in?
Grassi Investment Management invests across United States.
Who are the partners at Grassi Investment Management?
Team members listed for Grassi Investment Management include Peter Grassi (Partner).
How do I contact Grassi Investment Management?
Grassi Investment Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
