Grey Owl Capital Management, LLC

Overview

Grey Owl Capital Management, LLC is an independent, owner-operated wealth advisory firm organized as an LLC that focuses on serving individuals and families. The firm provides portfolio management for individuals, small businesses, and for business or institutional accounts on a fee basis charged as a percentage of assets under management. Grey Owl does not emphasize ESG integration and is not classified as a capital allocator; its model emphasizes direct advisory relationships rather than operating as a fund sponsor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices