GREYBULL PARTNERS LLC

RIASEC RegisteredEst. 2003

Total AUM

$241M

Discretionary

$241M

100% of AUM

Avg account

$121M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 128390
Registered since: September 17, 2003
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Corporations / Businesses100%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Greybull Partners LLC is a small, SEC-registered advisory firm that positions itself as a discretionary portfolio manager across institutions, pooled vehicles and smaller private clients. The firm has been registered since 2003 and operates with a fee model that combines a percentage-of-AUM charge and performance-based fees. Greybull does not identify as an active ESG investor, is not a multi-state adviser, and reports a related-adviser relationship in its filings. Business activity centers on portfolio management for three client types: individuals/small businesses, pooled investment vehicles, and businesses or institutions. Ownership is described as a mix of a domestic entity and an individual. Greybull is not characterized as a capital allocator in its disclosures.