Gray Investment Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 148610
- Website
- gray-investment.com
- Custodians
- PERSHING LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI52.53%
- Corporations / Businesses26.17%
- Pension & Profit Sharing Plans11.49%
- Individuals9.81%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gray Investment Management LLC operates as a limited liability company, focusing on portfolio management for both individual and institutional clients. The firm is structured to provide a range of advisory services, primarily centered on managing investment portfolios tailored to the needs of small businesses and individuals. Their investment strategy does not emphasize environmental, social, and governance (ESG) criteria, and they do not classify themselves as capital allocators. The firm employs a fee structure that includes a percentage of assets under management and performance-based fees, aligning their interests with those of their clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities55%
- Cash & Cash Equivalents40%
- Non-Investment Grade Corp Bonds4%
- Non-Exchange Traded Equities1%
- Other1%
Contacts
1 of 1Michael Gray
IARCRD 5634978
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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