GRAY OAK CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2018
Total AUM
$60.2M
Discretionary
$60.2M
100% of AUM
Avg account
$6.7M
Accounts
9
Employees
4
Advisory reps
2

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
293681
Registered since
May 3, 2018
Fee structure
Percentage of AUM
Client types
  • Other Investment Advisers99.63%
  • Pooled Investment Vehicles0.37%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Gray Oak Capital Management, LLC is an institutional-focused hedge fund manager that runs discretionary portfolios and pooled vehicles. The firm operates as a CPO/CTA and markets portfolio management services to both individuals/small businesses and pooled investment vehicles. Investment activity is tilted toward equities as the primary allocation, with a notable programmatic exposure to commodities and digital currency strategies. The firm charges fees as a percentage of assets under management and maintains a broker-dealer affiliation, consistent with an active trading approach across liquid public markets and futures/derivatives when accessing commodity and crypto exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Derivatives 50%50%
  • Exchange Traded Equities50%
  • Derivatives50%

Owners & executives

1 of 1
  • Mark Halvorsen

    CEOCRD 4750852

Contacts

1 of 1
  • MICHAEL WILKINS

    Partner, FounderCRD 1692310

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth