Grace & White, Inc
- Regulatory AUM
- $964M
- Discretionary
- $964M
- Clients
- 187
- Avg AUM / client
- $5.2M
- Accounts
- 349
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of May 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 22 | $8.2M | 0.85% |
| High net worth individuals | 156 | $912M | 94.6% |
| Pension and profit sharing plans | 5 | $28.6M | 2.96% |
| Charitable organizations | 2 | $4.8M | 0.5% |
| Corporations and other businesses | 2 | $10.5M | 1.09% |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Grace, Gwendolyn | Inactive Investor | Feb 1977 (50y) | 5% – 10% | |
| Grace, Lori, L | Inactive Investor | Feb 1977 (50y) | 5% – 10% | |
| Grace, Oliver, Russell | Inactive Investor | Feb 1977 (50y) | 5% – 10% | |
| Jervis, Ruth, G | Inactive Investor | Feb 1977 (50y) | 5% – 10% | |
| Kelly, Anne, Grace | Inactive Investor | Feb 1977 (50y) | 5% – 10% | |
| White, Gerald, Ian | President,Dir.,Treas.,Chief Compliance Officer | Feb 1977 (50y) | 50% – 75% | |
| Sondhi, Ashwinpaul, C | Director | May 1994 (32y) | Less than 5% | |
| Ravitz, Marc, Emil | Executive Vice President,Dir., Super Account Administrator | Jul 2006 (20y) | Less than 5% | |
| Grace, Lola, N. | Inactive Investor | Dec 2008 (18y) | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/08/2026 | 967 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Tocqueville Securities L.P. $589M (61% of AUM) May 2026
- Butterfield Trust (Bermuda) Limited $216M (22% of AUM) May 2026
- U.S. Bank $124M (13% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 08, 2026.
View current Form ADV (SEC/IAPD) ↗