Gray Oak Capital, LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 290056
- Registered since
- April 16, 2019
- Website
- grayoakcapitalmanagement.com
Firm profile
FINTRXOverview
Gray Oak Capital, LLC is a privately held limited liability company that registered with the SEC in 2019 and is described as owner-operated. The firm's public snapshot identifies it as “unclassified” and indicates it does not act as a capital allocator or pension consultant, is not affiliated as a related adviser, and is not an active ESG investor. The firm is not listed as a multi-state adviser in the snapshot data. The FINTRX record contains minimal detail about business activities, advisory services, fee structure, or client segments. There is no firm-level description of investment strategy, sector focus, or target client type in the available data.
Assets & Accounts
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
Owners & executives
2 of 2
Mark Halvorsen
CEOCRD 4750852

Frank Ingraham
Chief Compliance OfficerCRD 2918519
Contacts
3 of 8
Nicholas Deans
Registered RepresentativeCRD 4585391
Michael Wilkins
Partner, FounderCRD 1692310

Irenee May
Member, Board Of DirectorsCRD 2627779
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 55 Old Field Point Rd
- Time zone
- ET (UTC-5)
- Office locations
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