Greylock Peak Investments, LLC

RIASEC RegisteredEst. 2020
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
158941
Registered since
January 3, 2020
Fee structure
Other

Firm profile

FINTRX

Overview

Greylock Peak Investments, LLC is an SEC-registered limited liability company that shows a very limited public footprint. The firm registered with the SEC in 2020 and is organized under a domestic individual ownership structure. Its regulatory profile lists it as unclassified and not a capital allocator. The adviser is identified as a multi-state adviser and reports a fee structure described as "Other," which suggests non-standard billing arrangements (for example hourly, subscription, or project-based fees) rather than a simple AUM percentage or flat retainer. The firm is affiliated with broker-dealer activity, indicating its principal business may be tied to broker-dealer functions or that it operates alongside broker-dealer channels rather than as a traditional, asset-driven investment manager. It is not flagged as an active ESG investor, not a pension consultant, and is not listed as a related adviser. Given the combination of a broker-dealer affiliation, a non-standard fee designation, and the absence of reported client relationships, Greylock Peak Investments appears to be a small operation with either minimal advisory activity to date or a business model oriented toward non-discretionary or transactional services rather than traditional discretionary portfolio management.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Marc Scher

    PresidentCRD 7386499

  • Michael Loew

    Director Of Corporate AccountingCRD 2222043

Wealth teams

FINTRX

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
485 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth