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GRID 202 LLC, CRD 299357
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| KEITH LEON BEVERLY | Certified Financial Planner|Chartered Financial Analyst | New York, NY | 4 | 22 | 8 | no |
| WILLIE GUNTER GHOLSTON | Chartered Financial Analyst | NEW YORK, NY | 2 | 19 | 3 | no |
| CINDY YORLENIS MOTA RIOS | Certified Financial Planner | NEW YORK, NY | 1 | 14 | 1 | no |
| JENNIFER GOODWIN | n/a | NEW YORK, NY | Washington, DC | 1 | 10 | 2 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| GRID - EQUIVICO LLC I LLC | Private Equity Fund | $3.2M | Nov 29, 2023 | 1 | Nov 28, 2023 | reported | n/a |
| GRID - JUNICA PROPERTIES I, LLC | Real Estate Fund | $1.5M | Nov 29, 2023 | 1 | Apr 3, 2023 | reported | n/a |
| GRID - JUNICA PROPERTIES II, LLC | Real Estate Fund | $1.0M | Nov 29, 2023 | 0 | Apr 3, 2023 | reported | n/a |
| GRID - HIGH ROAD DELIVERY I | Other Private Fund | $520,000 | Nov 29, 2023 | 0 | Mar 18, 2022 | reported | n/a |
| GRID - ESUSU LLC | Other Private Fund | $500,100 | Nov 29, 2023 | 3 | Apr 3, 2023 | reported | n/a |
| GRID - IVY CITY LLC | Real Estate Fund | $95,000 | Nov 29, 2023 | 3 | Mar 18, 2022 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BEVERLY, KEITH, LEON | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | yes | 10/2018 | Mar 18, 2022 | Oct 11, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $137M | $137M | 5 | 4 | 2 | n/a | n/a |
| 2024 | Mar 31, 2025 | $117M | $117M | 5 | 4 | 0 | n/a | n/a |
| 2023 | Mar 31, 2024 | $90.2M | $90.2M | 5 | 4 | 0 | n/a | n/a |
| 2022 | Apr 3, 2023 | $64.6M | $64.6M | 6 | 4 | 0 | 5 | $3.7M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 3 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $137M | $117M | 16.4% | $64.6M | 28.4% | 5 | 5 | 2 | 0 |