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GRANDFIELD & DODD, LLC
CRD 110971File 801-60064
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.