Gray Lake Advisors

RIASEC Registered
Total AUM
$262K
Discretionary
$262K
100% of AUM
Avg account
$87.3K
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
332942
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Gray Lake Advisors operates as a privately held limited liability company and is registered as an independent registered investment advisor. The firm offers fee-based portfolio management services aimed at individuals and small businesses, charging a percentage of assets under management. Its reporting indicates an owner of individual type and a narrow operational footprint — the adviser does not identify as a multi-state or ESG-focused manager, and it does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Russell Owen

    Managing Member and Investment AdvisorCRD 7311227

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth