GRANT STREET ASSET MANAGEMENT INC

CRD 106980File 801-43095

APPROVED

Retail clients

Disclosure events

Filing as of Sep 21, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$768.9M

Above cohort median (national)

Discretionary AUM

$741.3M

Non-discretionary $27.6M

Clients

445

1,297 accounts

Employees

Above cohort median in PA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Jan 14, 1993
Principal office: 380 SOUTHPOINTE BLVD, SOUTH POINTE PLAZA II SUITE 315, CANONSBURG, PA, 15317
Phone: 412-257-8060
Website: HTTP://WWW.GSAMINC.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $768.9M
Discretionary AUM: $741.3M
Non-discretionary AUM: $27.6M
Discretionary accounts: 1,221
Non-discretionary accounts: 76
Total accounts: 1,297
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$558K
Charitable organizations	16	$82.6M
High net worth individuals	168	$588.3M
Pension and profit sharing plans	Fewer than 5	$15.7M
Individuals (other than high net worth individuals)	257	$81.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11D4

Filed changes

Date	Field	From	To	Change
Aug 1, 2026	Employees	17	16	decreased by1
Apr 1, 2026	Clients	440	445	increased by5
Apr 1, 2026	AUM	$668,893,645	$768,881,121	increased by$99,987,476
Apr 1, 2026	Accounts	1,277	1,297	increased by20
Dec 1, 2025 vs May 1, 2025	Employees	13	17	increased by4
May 1, 2025 vs Oct 1, 2022	Employees	12	13	increased by1
May 1, 2025 vs Oct 1, 2022	Disclosures	No	Yes
May 1, 2025 vs Oct 1, 2022	Clients	392	440	increased by48
May 1, 2025 vs Oct 1, 2022	AUM	$595,672,242	$668,893,645	increased by$73,221,403
May 1, 2025 vs Oct 1, 2022	Accounts	984	1,277	increased by293
Apr 1, 2022	Employees	11	12	increased by1
Apr 1, 2022	Clients	441	392	decreased by49
Apr 1, 2022	AUM	$518,573,446	$595,672,242	increased by$77,098,796
Apr 1, 2022	Accounts	939	984	increased by45
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “GRANT STREET” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GRANT STREET” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.