Gray Investment Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 148610
- Website
- gray-investment.com
- Custodians
- PERSHING LLC, RAYMOND JAMES & ASSOCIATES, INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pension & Profit Sharing Plans41.6%
- HNWI25.53%
- Corporations / Businesses20.56%
- Individuals12.3%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gray Investment Management LLC is an independent, individually owned limited liability company that provides portfolio management for both individuals/families and institutional or business clients. The firm charges a mix of fee arrangements — percentage-of-AUM, fixed fees, and performance-based fees — and reports advisory activity focused on discretionary and non-discretionary portfolio management rather than pension consulting or multi-state advisory services. Gray does not identify as an ESG-focused investor and does not act as a capital allocator to third-party investment vehicles.
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 Equities85%
- Cash & Cash Equivalents12%
- Investment Grade Corp Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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