Gramercy Private Wealth LLC

Gramercy Private Wealth LLC is a registered investment advisor located in New York, founded in January 2017 as William James Advisors, LLC, and renamed to Gramercy Private Wealth LLC in May 2021. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, and businesses, acting as a fiduciary to clients. Services include personalized investment solutions with discretionary investment management primarily focused on individual equity securities, ETFs, options, mutual funds, and bonds. The firm's long-term investment strategy aims to meet client goals and objectives while considering risk tolerance and financial situation. Clients are required to enter into an advisory agreement with GPW, detailing services such as investment strategy establishment, asset allocation, portfolio construction, and investment management. Fees for advisory services are based on assets under management and range up to 1.00% annually. GPW does not participate in wrap fee programs and had approximately $2,500,000 in assets under management as of December 31, 2024. The firm does not charge performance-based fees and does not accept or maintain custody of client funds, except for fee deduction purposes. Clients receive regular account reviews and reports, and GPW does not have any disciplinary events to disclose. The firm's principal officer, Kevin W. Frisz, has an MBA from Columbia University and a BSBA in Accounting from The Ohio State University. The Privacy Policy ensures the protection and limited sharing of clients' personal information. For more information, clients can contact GPW at (917) 533-1942.