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GRANDFIELD & DODD, LLC
CRD 110971File 801-60064
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.21B
Top 25% of cohort (national)
Discretionary AUM
$2.21B
Non-discretionary $7.9M
Clients
769
1,763 accounts
Employees
16
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 1, 2001
- Principal office
- 28 LIBERTY STREET, SUITE 5901, NEW YORK, NY, 10005
- Phone
- 212-477-9626
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.21B
- Discretionary AUM
- $2.21B
- Non-discretionary AUM
- $7.9M
- Discretionary accounts
- 1,738
- Non-discretionary accounts
- 25
- Total accounts
- 1,763
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $24.0M |
| Charitable organizations | 12 | $38.9M |
| High net worth individuals | 183 | $1.44B |
| Individuals (other than high net worth individuals) | 559 | $711.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 761 | 769 | increased by8 |
| Apr 1, 2026 | AUM | $2,028,691,594 | $2,213,268,773 | increased by$184,577,179 |
| Apr 1, 2026 | Accounts | 1,766 | 1,763 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 16 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 665 | 761 | increased by96 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,947,030,881 | $2,028,691,594 | increased by$81,660,713 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,565 | 1,766 | increased by201 |
| Apr 1, 2022 | Employees | 12 | 14 | increased by2 |
| Apr 1, 2022 | Clients | 616 | 665 | increased by49 |
| Apr 1, 2022 | AUM | $1,672,674,069 | $1,947,030,881 | increased by$274,356,812 |
| Apr 1, 2022 | Accounts | 1,456 | 1,565 | increased by109 |
| 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 “GRANDFIELD DODD” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GRANDFIELD DODD” 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.