GRAY OAK CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- GREENWICH, Connecticut
- CRD number
- 293681
- Registered since
- May 3, 2018
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers99.63%
- Pooled Investment Vehicles0.37%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Gray Oak Capital Management, LLC is an institutional-focused hedge fund manager that runs discretionary portfolios and pooled vehicles. The firm operates as a CPO/CTA and markets portfolio management services to both individuals/small businesses and pooled investment vehicles. Investment activity is tilted toward equities as the primary allocation, with a notable programmatic exposure to commodities and digital currency strategies. The firm charges fees as a percentage of assets under management and maintains a broker-dealer affiliation, consistent with an active trading approach across liquid public markets and futures/derivatives when accessing commodity and crypto exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities50%
- Derivatives50%
Owners & executives
1 of 1Mark Halvorsen
CEOCRD 4750852
Contacts
1 of 1MICHAEL 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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