Gray Lion Capital
Firm details
- Headquarters
- ,
- CRD number
- 338776
- Registered since
- November 18, 2025
- Website
- www.graylioncapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gray Lion Capital is an independent, individually owned LLC that registered with the SEC in 2025 and positions itself as a boutique advisory practice serving individual and family clients. The firm provides portfolio management for individuals and small businesses as well as for business or institutional accounts. Its fee model combines a percentage-of-assets approach with performance-based fees, and the adviser does not characterize itself as an active ESG investor. Capital-allocation activities are not listed as a core business line, and the firm is not identified as a multi-state adviser.
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%
- US Government Bonds5%
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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