Graysbrook Investment Partners
Firm details
- Headquarters
- Palm Beach Gardens, Florida
- CRD number
- 341499
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Graysbrook Investment Partners is organized as a limited liability company and is individually owned. The firm provides fee-based portfolio management and charges clients a percentage of assets under management. Its stated advisory focus is managing portfolios for both individuals and small businesses as well as for businesses or institutional clients. The firm is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or a related adviser. The dataset classifies the firm as unclassified and indicates it does not act as a capital allocator.
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
Contacts
1 of 1
Neal MacLean
Managing Director and Portfolio ManagerCRD 8241302
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palm Beach Gardens, FL
Palm Beach
Location
Palm Beach Gardens, FL
Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 3801 Pga Blvd
- Time zone
- ET (UTC-5)
- Office locations
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