Greylock Peak Investments, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 158941
- Registered since
- January 3, 2020
- Fee structure
- Other
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Marc Scher
PresidentCRD 7386499
Michael Loew
Director Of Corporate AccountingCRD 2222043
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Neville, Rodie & Shaw Inc
RIANew York, NY
Third Avenue Management LLC
RIANew York, NY
Robeco Institutional Asset Management US Inc
RIANew York, NY
Amova Asset Management Americas, Inc.
RIANew York, NY
Family Manage LLC
RIANew York, NY
Invesco Private Capital, Inc.
RIANew York, NY