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 organized as a corporation that operates in the investment banking space and has been SEC-registered since 1992. The firm is owned by an individual and presents itself as an investment bank rather than a registered investment adviser acting as a capital allocator. Public disclosures provided to FINTRX are sparse: the firm did not supply standard detail on its client base, fee arrangements, advisory or business activities, or any industry affiliations. Regulatory-status flags in the snapshot indicate Greif & Co. does not identify as an active ESG investor, is not a multi-state adviser, and is not a newly formed adviser. It is also not listed as a pension consultant or as a related adviser. The firm maintains two office locations, though specific addresses and regional focus were not disclosed in the information provided.
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
David Felman
Senior AdvisorCRD 4226461

Brady Money
Managing DirectorCRD 4672783
Nicholas Sparks
Assistant Vice PresidentCRD 7465427
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
- 777 S Figueroa St
- Time zone
- PT (UTC-8)
- Office locations
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