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 appears on SEC records with registration dating to 2019. The firm is privately owned by an individual and is categorized in FINTRX as unclassified; FINTRX does not list specific advisory activities, client segments, or a stated fee structure for the firm. The record indicates Gray Oak Capital does not act as a capital allocator and is not identified as an active ESG investor. Publicly available profile elements are minimal. The combination of individual ownership, an unclassified designation, and the lack of disclosed advisory details suggests a very small operation or a vehicle that does not distribute typical retail advisory services, but FINTRX does not provide explicit operating details.
Assets & Accounts
Investments & Alternatives
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
Frank Ingraham
Chief Compliance OfficerCRD 2918519

Mark Halvorsen
CEOCRD 4750852
Contacts
3 of 7
Sharon Schoen
AdministratorCRD 2165454

Irenee May
Member, Board Of DirectorsCRD 2627779
Michael Wilkins
Partner, FounderCRD 1692310
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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