This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0

Regulatory AUM

$34.2MItem 5.F on the latest filing (2026-09-02); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$34.2M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

3

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1

SEC number

801-122682

CRD

317242

Filings on the tape

9

First filed

Oct 13, 2021

Latest filed

Sep 2, 2026

Organised

Limited Liability Company, DE

• Occurred

  Feb 6, 2024
  Control person left

  James Alafriz (Chief Compliance Officer, Director) no longer on Schedule A of Grizzle Investment Management Llc (listed 2023-09-06, absent 2024-02-06)

  Form ADVobserved 4 days ago
• Occurred

  Feb 6, 2024
  Control person joined

  Duane Hope (Chief Compliance Officer, Director) appeared on Schedule A of Grizzle Investment Management Llc

  Form ADVobserved 4 days ago
• Occurred

  Oct 27, 2022
  Control person joined

  Thomas George (Chief Executive Officer, Director) appeared on Schedule A of Grizzle Investment Management Llc

  Form ADVobserved 4 days ago
• Occurred

  Oct 13, 2021
  First Form ADV filing

  Grizzle Investment Management Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6e9b11fa-dfca-62ec-3c50-9334ee91885c

First observed

Oct 13, 2021

Last observed

Sep 2, 2026 17 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.