Overview
Assets Under Management: $2.0 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 84
Average Client Assets: $21.3 million
Frequently Asked Questions
GREY STREET CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286671), GREY STREET CAPITAL, LLC is subject to fiduciary duty under federal law.
GREY STREET CAPITAL, LLC is headquartered in CHICAGO, IL.
GREY STREET CAPITAL, LLC serves 84 high-net-worth clients according to their SEC filing dated July 10, 2024. View client details ↓
According to their SEC Form ADV, GREY STREET CAPITAL, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GREY STREET CAPITAL, LLC manages $2.0 billion in client assets according to their SEC filing dated July 10, 2024.
According to their SEC Form ADV, GREY STREET CAPITAL, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.17%
Average Client Assets: $21.3 million
Total Client Accounts: 734
Discretionary Accounts: 702
Non-Discretionary Accounts: 32
Regulatory Filings
CRD Number: 286671
Filing ID: 1888190
Last Filing Date: 2024-07-10 12:00:00