Grand Jean Capital Management Inc.

Grand-Jean Capital Management, Inc., established in 1990, is a California corporation specializing in investment management services. The firm, owned by Steve Grand-Jean, offers both discretionary and non-discretionary services, including financial goal setting, risk assessment, and strategic asset allocation. Clients, including high-net-worth individuals and various entities, typically require a minimum of $500,000 to open an individually managed account. Fees are charged annually based on a percentage of the market value of the investments, with exceptions negotiated case-by-case. Grand-Jean invests primarily in equity and equity-related securities, with the flexibility to enter into various investment transactions based on client circumstances and objectives. The firm emphasizes risk factors associated with investing, including market unpredictability and potential losses. Grand-Jean's investment strategies are tailored to individual client needs, with periodic reviews and communication to ensure alignment with client objectives. The firm exercises investment discretion based on client objectives and restrictions, with clients having the ability to direct specific investment actions. Grand-Jean votes proxies on behalf of clients and maintains strict client privacy policies. The firm does not engage in performance-based fees, soft dollar transactions, or directed brokerage practices. Grand-Jean's custody services are provided by Schwab, with client accounts reviewed regularly for consistency with investment objectives and risk tolerance. Clients receive quarterly reports, annual performance summaries, and transaction confirmations. Grand-Jean does not participate in class action lawsuits on behalf of clients but may facilitate client participation upon receiving notice.