Greyfox Investors LLC
Firm details
- Headquarters
- ,
- CRD number
- 334180
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Greyfox Investors LLC is a limited liability company focused on providing portfolio management services primarily for individual and family clients. The firm operates under a fee structure that includes a percentage of assets under management, hourly charges, and performance-based fees. Greyfox Investors LLC does not engage in capital allocation or act as a pension consultant, and it is not classified as a multi-state adviser. The firm is not recognized as an active ESG investor and does not have affiliations with related advisers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Contacts
2 of 2Matthew Spille
Fixed Income Institutional SalesCRD 5260215
Nathan Wallace
FounderCRD 5646552
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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