Grassi Investment Management Info

Grassi Investment Management info

Grassi Investment Management (SEC CIK 1608531) first filed with the SEC on 2014-07-08 (Form 13F-HR) and has filed 46 times since, including 45 Form 13F-HR quarterly holdings reports. It is organized in CA and registered at 2350 MISSION COLLEGE BLVD STE 190, SANTA CLARA, CA, 95054.

Name: Value Grassi Investment Management.
SEC CIK: Value 1608531.
State of organization: Value CA.
Business address: Value 2350 MISSION COLLEGE BLVD STE 190, SANTA CLARA, CA, 95054.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	Grassi Investment Management
SEC CIK	1608531
State of organization	CA
Business address	2350 MISSION COLLEGE BLVD STE 190, SANTA CLARA, CA, 95054
Mailing address	2350 MISSION COLLEGE BLVD STE 190, SANTA CLARA, CA, 95054
Phone	650-934-0770
Fiscal year end	December 31
Former names	None filed

SEC Filing History

Field	Value
First SEC filing	2014-07-08 (Form 13F-HR)
Latest SEC filing	2025-07-21 (Form 13F-HR)
Filings on EDGAR	46
First Form 13F-HR	2014-07-08 (quarter ended 2014-06-30)
Latest Form 13F-HR	2025-07-21 (quarter ended 2025-06-30)
Form 13F-HR filings	45

Filings by Form

Form	Filings	Latest
13F-HR	45	2025-07-21
13F-HR/A	1	2025-01-21

Filings by Year

Year	Filings	Form 13F-HR
2025	4	3
2024	4	4
2023	4	4
2022	4	4
2021	4	4
2020	4	4
2019	4	4
2018	4	4
2017	4	4
2016	4	4
2015	4	4
2014	2	2

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