Graybridge Capital

RIAState Registered
Total AUM
$700K
Discretionary
$700K
100% of AUM
Avg account
$46.7K
Accounts
15
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth