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Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Jun 2026 · 1 SOURCES

Grassi Investment Management

Multi family office in Santa Clara, United States; estimated AUM $1.4B; focus on fintech and healthtech.

Identity

HEADQUARTERS
Santa Clara, United States
AUM
~$1.4B (2026, press estimate)

Investment approach

SECTORS
FintechHealthTech

Overview

This multi family office is based in Santa Clara, United States. Its assets under management are estimated at $1.4B (2026); listed sector interests include fintech and healthtech. 2 people are named on its team.

People

  • Peter E. Grassi
    Founder and Owner · source
  • David Lohrey
    Business Partner · source

Frequently asked questions

Grassi Investment Management is a multi family office based in Santa Clara, the United States.

Grassi Investment Management does not publicly state whether it puts its own money into companies or invests through funds.

Grassi Investment Management invests in Fintech and HealthTech.

Key people at Grassi Investment Management include Peter E. Grassi (Founder and Owner) and David Lohrey (Business Partner).