Graybridge Capital

Overview

Graybridge Capital is a small, privately owned limited liability company that provides portfolio management services to individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and operates with a discretionary mandate on client accounts. Filings identify a preference for public equities as the primary investment sleeve and list portfolio management for individuals and small businesses as the core advisory activity. The firm is registered with the SEC (2022) and is classified as owner-operated by an individual. It is not positioned as an ESG-focused advisor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. An industry affiliation as a real estate broker is disclosed, which supplements the adviser’s ability to source or evaluate real estate-related opportunities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices