GREY ROCK MANAGEMENT PARTNERS IV, LLC

RIASEC RegisteredEst. 2022
Total AUM
$857M
Discretionary
$857M
100% of AUM
Avg account
$95.2M
Accounts
9
Employees
29
Advisory reps
7

Firm details

Headquarters
DALLAS, Texas
CRD number
317664
Registered since
January 3, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Grey Rock Management Partners IV, LLC operates as a private equity-focused adviser that manages pooled vehicles and serves institutional clients. Registered with the SEC in 2022 and organized as a limited liability company, the firm functions as both adviser and sponsor/GP for its funds, taking an active role in portfolio construction and execution for those vehicles. Its business profile is built around CPO/CTA activities and portfolio management for pooled investment vehicles rather than separate account or traditional retail advisory businesses. The firm’s compensation model combines a percentage-of-AUM fee with performance-based fees, aligning its economics with carried-interest style outcomes common to private equity structures. Grey Rock does not position itself as a broad capital allocator or pension consultant; instead it concentrates on managing and operating a portfolio of private funds where it often acts as managing member. Grey Rock is not an active ESG investor according to its filings and is not designated as a multi-state adviser. Its client base is institutional and concentrated: the firm’s relationships are formed around a small number of large pooled vehicles rather than many individual retail accounts.

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
  • EMILY FUQUAY

    General Counsel & Chief Compliance OfficerCRD 6277376

Contacts

3 of 6
  • GRIFFIN PERRY

    Co-FounderCRD 4217435

  • KIRK LAZARINE

    Co-FounderCRD 6322039

  • ADAM GRIFFIN

    PartnerCRD 7474489

Unlock 3 more contacts

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

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
5217 McKinney Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth