Greystone Capital Management

Overview

Greystone Capital Management is a small, fee-based RIA that focuses on discretionary portfolio management for individuals and small businesses. The firm’s client mix includes both individual/family and institutional relationships, and it charges a combination of percentage-of-AUM and performance-based fees, which indicates it can run both standard advisory mandates and more outcome- or performance-oriented strategies for select clients. Greystone is not positioned as an ESG-focused manager and does not hold multi-state adviser status on its filing. Investment activity is heavily equity-centric. The firm’s stated preference for equities and heavy use of exchange-traded instruments shape its portfolio construction: core exposure appears to be placed in publicly listed equities and ETFs, with active management overlay for clients who pay performance fees. Mutual funds are also used as part of the investable toolkit, and the firm allocates to third-party alternative managers for hedge fund and real estate exposure.

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Location & Offices