GRAYBEARD BTC MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HENDERSON, Nevada
CRD number
327554

Firm profile

FINTRX

Overview

Graybeard Btc Management, LLC is organized as a limited liability company with an individual owner and presents itself primarily as a sponsor and managing member of pooled investment vehicles. Public filings and the available snapshot show limited retail advisory activity: the firm is not identified as a multi-state adviser, does not report active ESG investing, and is not labeled a capital allocator or pension consultant. The firm’s SEC registration year is not provided and its regulatory classification is listed as unclassified. Regulatory and activity disclosures emphasize entity-level roles — Other Investment Adviser and Sponsor, general partner, and managing member of pooled funds — rather than a traditional registered-adviser retail business model. That suggests the firm’s operational focus is on running private vehicles rather than servicing individual advisory accounts.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • JAMES LAVISH

    Manager and MemberCRD 2443731

  • DAVID FOLEY

    Managing PartnerCRD 2666649

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

HENDERSON, NV

CLARK

Location

HENDERSON, NV

Headquartered in HENDERSON, NV, anchoring the Las Vegas-Henderson, NV metro in the West.

Metro area
Las Vegas-Henderson, NV
Region
West
County
CLARK
Address
10624 S Eastern Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth