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 organized as a limited liability company and is SEC-registered as an investment adviser since 2019. FINTRX classifies the firm as "unclassified" and lists the owner type as individual. The profile does not include detail on client types, fee arrangements, or day-to-day advisory activities.
Assets & Accounts
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
Owners & executives
2 of 2
Mark Halvorsen
CEOCRD 4750852
Frank Ingraham
Chief Compliance OfficerCRD 2918519
Contacts
3 of 8Nicholas 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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