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We provide access to the best products in the industry at the lowest costs to the investor.

Private markets have consistently outperformed public markets. But, alternative investments have historically been exclusive to access and difficult to diversify unless you have endowment-level capital to deploy.

At Gridline, we believe that everyone should be able to emulate what the smartest investors are doing with their portfolios, but we recognized no system was in place to provide this unfettered access. So we built one.

The Team Building the Future of Alternative Investing
We brought together a team with decades of experience at world-class software, security and investment institutions.

Investments

Gridline's Investment team brings together decades of experience across institutional-level diligence programs required to analyze and construct well-diversified private market portfolios.
Logan Henderson
Logan Henderson
Chief Executive Officer

Logan Henderson

Chief Executive Officer

Logan brings an extensive network of venture capital and private equity managers developed through mergers & acquisitions advisory work in the technology sector as an investment banker at SunTrust Robinson Humphrey. Together with Jon Hallett, he leads Gridline’s efforts in identifying both emerging and established venture managers for the Gridline platform. In addition to his CEO responsibilities, he shares oversight of the investment committee with Doug. Logan holds his Series 65 license and previously held his Series 7, 63, and 79 licenses. Prior to co-founding Gridline, Logan was the CEO of a technology business that was sold to Accel-KKR.

Jon Hallett
Jon Hallett
Chairman

Jon Hallett

Chairman

Jon co-founded Gridline with a strategic vision for an efficient and easy-to-access on-line platform of top-tier private & alternative investments. Jon has a nation-wide network of highly-successful investment professionals developed over decades. He is an experienced CEO with multiple exits as an operator, and has served as Board Advisor or Director to 30+ venture-backed companies, in addition to acting as an Advisor for early- and late-stage VC firms. Jon’s portfolio contains many successful exits resulting in greater than 50 and 100x invested capital.

Douglas Dougherty, CFA
Douglas Dougherty, CFA
Senior Advisor

Douglas Dougherty, CFA

Senior Advisor

Doug provides decades of investing experience and a network of top-tier private equity fund managers, peers from large single-family offices, and best-in-class service providers. Previously Chief Investment Officer of RFA Management Company, LLC, a large multi-billion single-family office, where he created investment Policies & Procedures and constructed a significant Private & Alternatives investment portfolio. Prior to that, Doug was Vice President, Equity Research and Senior Portfolio Manager for Cornercap Investment Counsel, and was co-portfolio manager for a ’40 Act mutual fund.

Trace Baker
Trace Baker
Director, Corporate Development

Trace Baker

Director, Corporate Development

Trace focuses on screening and diligence of private fund investment opportunities, portfolio construction, and management of key private equity fund relationships on the Gridline platform. Before he joined Gridline, Trace was on the investment team at Mountaingate Capital, a middle-market private equity firm with a track record of top-quartile performance across multiple fund vintages. Prior to Mountaingate, Trace worked as an investment banker focused on mergers and acquisitions and strategic advisory with Harris Williams.

John Jennings, CPA
John Jennings, CPA
Fund Administration Lead

John Jennings, CPA

Fund Administration Lead

John has primary responsibility for operational due diligence (ODD) of fund managers on the Gridline platform, and participates in reviewing all investment opportunities in later stages of the approval process to safeguard against any potential operating issues. Prior to joining Gridline, he was Manager of Investments & AUM Accounting at Invesco, a leading global investment manager. Before Invesco, John worked in the Assurance practice of EY, focused on the audits of publicly traded financial services companies. In addition to holding his CPA, John has passed the Series 27 Financial and Operations Principal Examination.

Charles Patton, CFA
Charles Patton, CFA
Investment Associate

Charles Patton, CFA

Investment Associate

Charles is responsible for manager screening, diligence, and internal reporting. He takes the lead on credit opportunities, following his previous experience analyzing fixed income investments in Wells Fargo’s Investment Portfolio. Charles received his MBA from the University of Virginia Darden School of Business, where he served as Chief Investment Officer for student-run Darden Capital Management and interned at the University of Virginia Investment Management Company (UVIMCO) with a focus on Private Equity. Charles has been a CFA Charterholder since 2019.

Investor Relations

The Gridline Investor Relations team is led by professionals with deep expertise in institutional securities sales and customer experience.
Lynn Sanchez
Lynn Sanchez
VP Marketing & Alliances

Lynn Sanchez

VP Marketing & Alliances
Previously CEO of Haste, a network technology company focused on the gaming industry (acquired by ExitLag). Prior to that, Lynn held senior leadership roles across sales, marketing, and services for Sage Software, Salesfusion and Cloud Sherpas.
Jana Ferguson
Jana Ferguson
Head of Client Experience

Jana Ferguson

Head of Client Experience
Formerly Director of Customer Experience at SugarCRM, an award-winning CRM named a Visionary in the Gartner Magic Quadrant for Sales Force Automation. Before SugarCRM, Jana led the Professional Services and Account Management teams at Salesfusion.
Greg Kaufmann
Greg Kaufmann
Director, Investor Solutions

Greg Kaufmann

Director, Investor Solutions

Previously, Greg was in sales, marketing and investor relations at three different investment managers. Prior to this, he worked at two different global investment banks in Sales & Trading.

Kennedy Shenkel
Kennedy Shenkel
Marketing Campaign Manager

Kennedy Shenkel

Marketing Campaign Manager
Previously Marketing Manager at Neon Coat, a start-up SaaS marketing application based in NYC. Before Neon Coat, Kennedy was a Territory Account Executive at Softchoice, one of North America’s premier software-focused technology solutions providers.
Travis Majors
Travis Majors
Manager, Partnerships

Travis Majors

Manager, Partnerships

An alternative investment veteran previously working in the self directed IRA custody space with PENSCO, IRA Services and Forge Trust focused on supporting RIA's, Family Offices and investment platforms. Travis attended UCLA where he was a member the Track team competing in the pole vault. In his spare time he enjoys playing guitar, surfing, skiing and coaching youth hockey.

Chad Cox
Chad Cox
Business Development Associate

Chad Cox

Business Development Associate
Previously Business Development at Nasdaq Asset Owner Solutions, a global leader of data and analytics for the global institutional market. Before Nasdaq, Chad was manager of individual giving at the East Lake Foundation in Atlanta.
Jack Balestro
Jack Balestro
Business Development Associate

Jack Balestro

Business Development Associate

Previously Business Development at SADA, a cloud consulting firm that was named Google Partner of the Year. Before SADA, Jack attended Lehigh University.

Platform

Led by seasoned SaaS and finance product leaders, Gridline's Platform team applies the best of financial technology, enterprise software and security, and consumer marketplaces to alternative investing.
Peter Bilali
Peter Bilali
Vice President, Platform

Peter Bilali

Vice President, Platform
Previously Director of Product Strategy at BetterCloud, a SaaS Management Platform (SMP) that raised over $200m from Warburg Pincus, Bain Capital and Accel. Before BetterCloud, Peter was an equities trader and worked in corporate IT.
Richard Klamrzynski
Richard Klamrzynski
Principal Architect

Richard Klamrzynski

Principal Architect
Previously Principal Architect at Haste, a network technology company focused on the gaming industry. Before Haste, Richard was Senior Director of Engineering at Live Nation and BigChampagne.
Bradley Macnee
Bradley Macnee
Senior Software Engineer

Bradley Macnee

Senior Software Engineer
Previously a senior software engineer on the platform team at Recurly, a subscription billing platform. Before that, Brad worked as a senior architect for Fanatics, Inc. and a backend engineer for SpotX, Inc. Brad’s work has primarily focused on building scalable, safe, and performant backend end systems that have driven credit card processing, ecommerce platforms, and real time programmatic advertising markets.
Dave Brudner
Dave Brudner
Senior Software Engineer

Dave Brudner

Senior Software Engineer
Front-end focused software engineer with experience building web apps and client-side SDKs in the insurance and fintech industries at companies including Pinnacol Assurance, Recurly, and Principal Financial Group.
Michael Van Der Linden
Michael Van Der Linden
Software Engineer

Michael Van Der Linden

Software Engineer
Previously Field Consultant at Ab Initio, an industry-leading provider of enterprise data-processing applications. There, Michael focused on building custom, scalable, high-performance applications on site for mature clients with complex business requirements.
Christopher Jones
Christopher Jones
Software Engineer

Christopher Jones

Software Engineer

After working for 4 years professionally as an actor, Christopher made the switch to full-stack software engineering. Here at Gridline, his focus is primarily on back-end development, where he implements scalable, secure, and efficient API's for both client-facing and internal tools.

Jeremy Smith
Jeremy Smith
Software Engineer

Jeremy Smith

Software Engineer

Previously, Full Stack Engineer at Five Tier, Faculty Member at Parsons School of Design. Jeremy brings years of experience building client-facing applications and delivering scalable solutions.

David Fritsch
David Fritsch
QA Automation Engineer

David Fritsch

QA Automation Engineer

Previously Software Development Engineer in Test (SDET) at BetterCloud a SaaS Management Platform. Before BetterCloud, he was a Software Test Engineer at Pursuant Health, a health screening kiosk company. Dave brings years of experience in front-end, back-end, automated, and manual testing.

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Disclaimer
This site is operated by Gridline Holdings, LLC ("Gridline"). Gridline does not give investment advice, endorsement, analysis or recommendations with respect to any securities. All securities listed here are being offered by, and all information included on this site is the responsibility of, the applicable issuer of such securities. Gridline has not taken any steps to verify the adequacy, accuracy or completeness of any information. Neither Gridline nor any of its officers, directors, agents and employees makes any warranty, express or implied, of any kind whatsoever related to the adequacy, accuracy or completeness of any information on this site or the use of information on this site. By accessing this site and any pages thereof, you agree to be bound by the Terms of Service and Privacy Policy

Past performance is not indicative of future results. All securities involve risk and may result in significant losses. Investing in alternative investment funds is inherently risky and illiquid, involves a high degree of risk, and is suitable only for sophisticated and qualified investors. Investors must be able to afford the loss of their entire investment. Alternative investment funds should only be part of an investor’s overall investment portfolio. Further, the alternative investment fund portion of an investor’s portfolio should include a balanced portfolio of different alternative investments. Investments in alternative investment funds are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest. Additionally, investors may receive illiquid and/or restricted securities that may be subject to holding period requirements and/or limited liquidity. Investments in Alternative investment funds are generally highly illiquid and those investors who cannot hold an investment for the long term should not invest.

Any specific alternative investments funds referenced on this site are included purely for illustrative purposes and selected based on name recognition. Such examples are only partial, and readers should not assume that the investments identified were or will be profitable or are representative of investments by the alternative investment funds identified on this site. There is no guarantee that any alternative investment fund will achieve the same exposure to, or quality of, investments held by any existing fund referenced on this site.

Nothing on this page shall constitute an offer to sell or a solicitation of an offer to buy an interest in any investment partnership or other security. Any offer to sell or solicitation of an offer to buy an interest in an investment partnership may be made only by way of the partnership's final definitive confidential disclosure document and other offering and governance documents of any given fund (collectively, “Offering Documents”). The information on this site is qualified in its entirety and limited by reference to such Offering Documents, and in the event of any inconsistency between this site and such Offering Documents, the Offering Documents shall control. In making an investment decision, investors must rely on their own examination of the offering and the terms of any offering. Investors should not construe the contents of this site as legal, tax, investment or other advice, or a recommendation to purchase or sell any particular security.

The information included in this site is based upon information reasonably available to Gridline. Furthermore, the information included in this site has been obtained from sources Gridline believes to be reliable; however, these sources cannot be guaranteed as to their accuracy or completeness. No representation, warranty or undertaking, express or implied, is given as to the accuracy or completeness of the information contained herein, and no liability is accepted for the accuracy or completeness of any such information. This site may contain certain “forward-looking statements,” which may be identified by the use of such words as “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential,” “outlook,” “forecast,” “plan” and other similar terms. All such forward-looking statements are conditional and are subject to various factors, including, without limitation, general and local economic conditions, changing levels of competition within certain industries and markets, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors, any or all of which could cause actual results to differ materially from projected results.

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