Gray Lake Advisors
RIAState Registered
Total AUM
$262K
Discretionary
$262K
100% of AUM
Avg account
$87.3K
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 332942
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gray Lake Advisors operates as a privately held limited liability company and is registered as an independent registered investment advisor. The firm offers fee-based portfolio management services aimed at individuals and small businesses, charging a percentage of assets under management. Its reporting indicates an owner of individual type and a narrow operational footprint — the adviser does not identify as a multi-state or ESG-focused manager, and it does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations