GREYCOURT & CO., INC.

RIASEC RegisteredEst. 2001
Total AUM
$6.6B
Discretionary
$84.5M
1% of AUM
Avg account
$150M
Accounts
44
Employees
37
Advisory reps
9

Firm details

Headquarters
PITTSBURGH, Pennsylvania
CRD number
111936
Registered since
June 22, 2001
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI69.74%
  • Charitable Organizations30.26%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

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Overview

Greycourt & Co, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 2001. The firm serves both high-net-worth individuals and families as well as institutional clients, operating as a capital allocator that combines portfolio management, financial planning, and the selection of third-party advisers. Its fee arrangement blends AUM-based fees with fixed fees, and the firm is not positioned as an ESG-focused or multi-state adviser.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Public Funds/Mutual Funds 53%, Private Funds 37%, Cash & Cash Equivalents 10%53%
  • Public Funds/Mutual Funds53%
  • Private Funds37%
  • Cash & Cash Equivalents10%

Owners & executives

3 of 3
  • GRETCHEN SHOUP

    COO and Managing DirectorCRD 5838914

  • MATTHEW LITWIN

    Chief Executive OfficerCRD 2799342

  • JILL GRENDA

    Chief Compliance OfficerCRD 4442470

Contacts

3 of 6
  • LP DORSAR PARTNERS

    OwnerCRD 205665

  • DAVID WELLS

    President and Managing DirectorCRD 4808556

  • GREGORY CURTIS

    Chairman And Managing DirectorCRD 2443626

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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

PITTSBURGH, PA

ALLEGHENY

Location

PITTSBURGH, PA

Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
ALLEGHENY
Address
2100 Wharton St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth