Home

People

Recent Reports

Contact

Form ADV

Grimm Capital Management LLC was formed on June 30, 2005. The historical record being used by Grimm Capital from January 1, 1984 through June 30, 2005 is that which was achieved by the same manager (Rupert Grimm) while at Berkeley Capital Management LLC and also managed in a large cap growth style.

For the sixteen (16) plus years until September 2000 before the market broke severely, our investment management had achieved an exceptional record. We had never had a down year and had done as well or better than the average growth manager in the thirteen (13) out of sixteen (16) years. For the ten (10) years ended September 30, 2000, we easily ranked in the top ten percent (10%) of all large cap growth managers. (Callan Associates)

Since the severe downturn in September 2000 through September 2002, we have been in a recovery phase and have again been achieving above average performance. Our record since September 30, 2002 is as follows:

%Return

GCM

Composite

(Gross of Fees)*

Russell 1000 Growth

Index

S&P 500

Index

GCM

Composite

(Net of Fees)*

3 Mos. 2009

2008

2007

2006

2005

2004

2003

4Q'02

-2.4%

-39.5%

+10.57

+6.04

+6.77

+6.61

+47.31

+13.04

-4.1%

-38.4%

+11.81

+9.07

+5.26

+6.30

+29.74

+8.44

-11%

-37.9%

+5.49

+15.80

+4.91

+10.30

+28.69

+7.15

-2.6%

-40.1%

+9.57

+5.04

+5.77

+5.61

+46.31

+12.06

*Performance which is gross of fees is before investment management fees. Performance which is net of fees and lower is after assuming fees of 1.00%. Actual investment mangaement fees will vary depnding on the size of the account and are listed in Form ADV. Dividends are reinvested. Brokerage commissions are included in the performance numbers.

Past performance is no guarantee of future performance.