Graystreet Partners

RIASEC RegisteredEst. 2025
Total AUM
$159M
Discretionary
$159M
100% of AUM
Avg account
$2.7M
Accounts
59
Employees
7
Advisory reps
3

Firm details

Headquarters
San Antonio, Texas
CRD number
334967
Registered since
May 8, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Graystreet Partners is an LLC that positions itself as a manager of pooled real estate investment vehicles for institutional clients. The firm provides portfolio management for pooled investment vehicles and charges a combination of asset-based fees and performance-based fees consistent with closed-end real estate fund economics. Graystreet is structured as an individually owned adviser and is registered with the SEC (registration year listed as 2025). The firm reports it is a multi-state adviser and does not identify as an active ESG investor. It does not act as a capital allocator, does not provide pension consulting, and has no related-adviser designation in the source data.

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

1 of 1
  • Timothy Moxon

    CFOCRD 8063482

Contacts

2 of 2
  • Michael Shipman

    Michael Shipman

    Managing DirectorCRD 4693031

  • Kevin Covey

    Kevin Covey

    General PartnerCRD 8058705

Wealth teams

FINTRX

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

San Antonio, TX

Bexar

Location

San Antonio, TX

Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
Bexar
Address
4515 San Pedro Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth