Graybridge Capital
Firm details
- Headquarters
- ,
- CRD number
- 312127
- Registered since
- March 22, 2023
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals92.86%
- Corporations / Businesses7.14%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Graybridge Capital is a small, independent registered investment adviser organized as an LLC and based in Tennessee. The firm is owned by an individual and operates primarily as a fee-based practice charging a percentage of assets under management. Its stated advisory activity is portfolio management for individuals and small businesses, and its client mix includes individual and family clients as well as some institutional relationships. The firm does not flag itself as an active ESG investor and is not positioned as a multistate or pension consultant adviser. An industry affiliation with real estate brokerage appears in the filings, which aligns with the alternative-investment activity described elsewhere in the record.
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 Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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