Gray Oak Capital, LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 290056
- Registered since
- April 16, 2019
- Website
- grayoakcapitalmanagement.com
Firm profile
FINTRXOverview
Gray Oak Capital, LLC is organized as a limited liability company and is owned by an individual. The firm's FINTRX profile classifies it as "unclassified" and lists several operational flags: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not newly formed, and is not a pension consultant or a related adviser. The firm has not provided information about its advisory activities, business model, target client base, or fee structure in the available dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Mark Halvorsen
CEOCRD 4750852
Frank Ingraham
Chief Compliance OfficerCRD 2918519
Contacts
3 of 8
Nicholas Deans
Registered RepresentativeCRD 4585391
Michael Wilkins
Managing Partner, FounderCRD 1692310
Irenee May
Member, Board Of DirectorsCRD 2627779
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 55 Old Field Point Rd
- Time zone
- ET (UTC-5)
- Office locations
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