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 an individual-owned limited liability company that registered with the SEC in 2019. FINTRX classifies the firm as unclassified and records it as not acting as a capital allocator. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. FINTRX does not include details on the firm’s advisory offerings, client segments, fee schedule, or day‑to‑day business activities.
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 2FRANK INGRAHAM
Chief Compliance OfficerCRD 2918519
Mark Halvorsen
CEOCRD 4750852
Contacts
3 of 7SHARON SCHOEN
AdministratorCRD 2165454
IRENEE MAY
Member, Board Of DirectorsCRD 2627779
MICHAEL WILKINS
Partner, FounderCRD 1692310
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
Similar firms
THIRD SEVEN CAPITAL LLC
Broker-DealerGREENWICH, CT
BCP SECURITIES, INC.
Broker-DealerGREENWICH, CT
BUCKLER SECURITIES LLC
Broker-DealerGREENWICH, CT
COOK PINE SECURITIES LLC
Broker-DealerGREENWICH, CT
BITOODA TECHNOLOGIES LLC
Broker-DealerGREENWICH, CT
STARWOOD CAPITAL, L.L.C.
Broker-DealerGREENWICH, CT