# GRANT KOEHLER & LEVIN LTD.

GRANT KOEHLER & LEVIN LTD. is an SEC-registered investment adviser.

## Registration

- CRD: 125531
- Type: SEC-registered investment adviser
- SEC file number: 801-61856
- Phone: 414-403-2734
- Latest filing: 2026-03-18
- Regulatory AUM: $289.4M
- Discretionary AUM: $280.4M
- Non-discretionary AUM: $9.0M
- Clients: 3
- Accounts: 195

## Business model

- Compensation: % of AUM, Hourly, Performance
- Clients served: Individuals, High net worth

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Arnold Koehler | VICE PRESIDENT | — |
| Christopher John Grant | PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER | — |
| Theodore David Levin | VICE PRESIDENT | — |
| Forrest R Patin | OWNER | — |
| GRANT NATHANIEL NEWELL JOHN | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER | — |
| LEVIN JEFFREY DAVID | VICE PRESIDENT | — |
| KOEHLER THOMAS ARNOLD | VICE PRESIDENT | — |
| HOGATE DEBORAH KENT | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/ SECRETARY AND TREASURER; CHIEF COMPLIANCE OFFICER/ SECRETARY AND TREASURER/SPOUSE BENEFICIAL OWNER (+2 more) | — |
| PATIN FORREST R | OWNER | — |
| LEVIN JENNIFER ANN | SPOUSE BENEFICIAL OWNER | — |
| KOEHLER CAROL A | SPOUSE BENEFICIAL OWNER | — |
| Forrest R. Patin | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125531/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125531/similar
- Related entities: https://search.stillhousedata.com/firm/125531/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125531

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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.