GRAYSCALE ADVISORS

RIASEC RegisteredEst. 2022
Total AUM
$60.6M
Discretionary
$47.3M
78% of AUM
Avg account
$7.6M
Accounts
8
Employees
126
Advisory reps
20

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
314868
Registered since
January 3, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies78.35%
  • Pooled Investment Vehicles21.65%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Grayscale Advisors is an SEC-registered limited liability company that operates as a hedge fund manager focused on institutional clients. Registered in 2022, the firm is set up to act as a commodity pool operator/commodity trading advisor and provides portfolio management for investment companies and pooled investment vehicles. Its ownership structure is listed as a combination of a domestic entity and an individual. Compensation includes both a percentage-of-assets-under-management component and performance-based fees. The firm does not identify as an active ESG investor. Grayscale Advisors also has business and industry roles beyond advisory work: it is affiliated with broker-dealer activity and serves as a sponsor, general partner, and managing member of pooled investment vehicles. Its primary client base is institutional investors rather than retail households.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • PETER MINTZBERG

    Chief Executive OfficerCRD 6263260

  • ALLISON ROBERTS

    Chief Compliance OfficerCRD 5198017

  • Craig Salm

    Chief Legal OfficerCRD 6936921

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Contacts

3 of 15
  • Brandon Dixon

    Portfolio ConsultantCRD 7564079

  • Tyler Dyment

    Senior Portfolio ConsultantCRD 7848637

  • ROBERT HARAZIN

    Vice PresidentCRD 5110495

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, 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
290 Harbor Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth