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Graas Family Ltd Partnership (Coarsegold)


Graas Family Ltd Partnership is a large advisory firm based in Coarsegold. It manages $57.5 million of regulatory assets for 391 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Graas Family Ltd Partnership provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Graas Family Ltd Partnership: assets under management

The assets under management (AUM) of Graas Family Ltd Partnership is $57.5 million. The firm's AUM has grown by 102% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $56.77 million in discretionary accounts and $724.35 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $145.58 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $724.35 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Graas Family Ltd Partnership for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Barbara Jean Graas Limited partner 1 Jan 1990 75% - 100% 4366857

Based in Coarsegold

The principal office where Graas Family Ltd Partnership performs its advisory services is located at 37170 Eagle View Lane, Coarsegold, CA 93614 The mailing address of the firm is Po Box 2389, Oakhurst, CA 93644. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 559-658-5193 or by fax 559-658-6193. The normal business hours are mtwth 7:00am - 4:00pm friday 7:00am - 1:00pm on Monday - Friday. You can find more information about the New York firm at www.sierraam.com.


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