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 has been SEC-registered since 2019. Public filings identify the firm as individually owned and classified as "unclassified" in the snapshot data. The firm does not present itself as a capital allocator, does not flag active ESG incorporation, and is not noted as operating across multiple states. Filings also indicate it is not a pension consultant or part of a related-adviser structure.
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
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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