Gramercy Capital Management

Gramercy Capital Management (CRD# 120324) is a financial advisory firm headquartered in Sarasota, FL. They manage $8,003,426 in 32 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $250,107
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, NY, PA

Financial Advisors at Gramercy Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Joan B. Lappin
CRD#: 302479
8586 Potter Park Drive, Suite 105, Sarasota, FL 34238
96
Wealthminder
score

Joan Lappin (CRD# 302479) is an Investment Advisor Representative working at Gramercy Capital Management in Sarasota, FL and has over 27 years of experience in the finance industry.

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