Graysbrook Investment Partners

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Palm Beach Gardens, Florida
CRD number
341499
Fee structure
Percentage of AUM
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Graysbrook Investment Partners is organized as a limited liability company and is individually owned. The firm provides fee-based portfolio management and charges clients a percentage of assets under management. Its stated advisory focus is managing portfolios for both individuals and small businesses as well as for businesses or institutional clients. The firm is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or a related adviser. The dataset classifies the firm as unclassified and indicates it does not act as a capital allocator.

Assets & Accounts

Location & Offices

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

1 of 1
  • Neal MacLean

    Neal MacLean

    Managing Director and Portfolio ManagerCRD 8241302

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Palm Beach Gardens, FL

Palm Beach

Location

Palm Beach Gardens, FL

Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
3801 Pga Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth