Greystar Investment Group, LLC

RIASEC RegisteredEst. 2013

Total AUM

$36.5B

Discretionary

$31B

85% of AUM

Avg account

$521M

Accounts

Employees

588

Advisory reps

Firm details

Headquarters: Charleston, South Carolina
CRD number: 160665
Registered since: November 20, 2013
Website: www.greystar.com
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles99.67%
Insurance Companies0.33%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Greystar Investment Group, LLC is an SEC-registered investment manager organized as an LLC and registered in 2013. The firm operates as a multifaceted fund manager with primary classifications in real estate funds and private equity-style vehicles. Its client profile is institutional, and its fee arrangements include percentage-of-AUM charges plus performance-based and other fee components. Greystar acts as portfolio manager for pooled investment vehicles and provides portfolio management services for businesses and institutions. The firm identifies as an active ESG investor and also performs sponsor and managing-member roles for pooled vehicles and related sponsor activities; it maintains affiliations that include other adviser/CTA/CPO roles and insurer relationships.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

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

Asset composition

Other100%

Owners & executives

3 of 4

Robert Faith
Founder, Chairman & CEOCRD 4506262
Wesley Fuller
Chief Investment OfficerCRD 6243498
Jeannette Marshall
Senior Managing Director, Investment Legal & Chief Compliance OfficerCRD 7347589