# GRASSI INVESTMENT MANAGEMENT, LLC

GRASSI INVESTMENT MANAGEMENT, LLC of SANTA CLARA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108690
- Type: SEC-registered investment adviser
- SEC file number: 801-57556
- Location: 2350 MISSION COLLEGE BLVD., SUITE 190, SANTA CLARA, CA, 95054
- Phone: 650-934-0770
- Latest filing: 2025-02-25
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $42.6M
- Clients: 5
- Accounts: 408

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Peter Edward Grassi | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| GRASSI PETER TED | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| GRASSI PETER EDWARD | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| GRASSI PETER T | MANAGING MEMBER | — |
| STATHAM DAVID ALLEN | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108690/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108690/similar
- Related entities: https://search.stillhousedata.com/firm/108690/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108690

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.