Greif & Co
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 30345
- Registered since
- May 29, 1992
- Website
- www.greifco.com
Firm profile
FINTRXOverview
Greif & Co. is listed as a privately owned corporation that operates in the investment banking space and has been SEC-registered since 1992. The firm is recorded as an individually owned entity rather than a publicly held or institutional owner, and the dataset does not classify it as a capital allocator, which implies it is not primarily positioned as a discretionary asset manager or allocator of third‑party capital. Public records in this dataset do not include typical RIA disclosures such as client types, fee schedules, or specific advisory offerings. The firm is not flagged as an active ESG investor, is not marked as a multi‑state adviser, and is not identified as a pension consultant or related adviser. That combination of attributes is consistent with a business focused on investment banking or capital markets/advisory work rather than retail wealth management or institutional asset management. The dataset also shows no client counts or assets under management, which suggests either no reportable AUM in this source or that Greif & Co. does not operate as a traditional investment advisory firm. For anyone assessing potential engagements or referral opportunities, direct outreach to the firm will be necessary to clarify the services it provides and the client segments it serves.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Lloyd Greif
President, CEOCRD 1050449
Contacts
3 of 4
Brady Money
Managing DirectorCRD 4672783

David Felman
Senior AdvisorCRD 4226461

Rei Kalemi
AssociateCRD 7985898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 633 W 5th St
- Time zone
- PT (UTC-8)
- Office locations
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