Grayscale Advisors

RIASEC RegisteredEst. 2022
Total AUM
$60.6M
Discretionary
$47.3M
78% of AUM
Avg account
$7.6M
Accounts
8
Employees
126
Advisory reps
20

Firm details

Headquarters
Stamford, Connecticut
CRD number
314868
Registered since
January 3, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies78.35%
  • Pooled Investment Vehicles21.65%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Grayscale Advisors is an SEC-registered limited liability company (registration effective 2022) that operates as a hedge fund manager focusing on institutional clients. The firm reports a fee model that combines a percentage-of-assets component with performance-based fees, and it conducts business as a commodity pool operator or commodity trading advisor. Its advisory work includes portfolio management for registered investment companies and for pooled investment vehicles, and it serves in sponsor/GP and managing-member roles for pooled structures. Grayscale Advisors does not identify as an active ESG investor.

Assets & Accounts

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

Owners & executives

3 of 4
  • Peter Mintzberg

    Peter Mintzberg

    Chief Executive OfficerCRD 6263260

  • Craig Salm

    Craig Salm

    Chief Legal OfficerCRD 6936921

  • Diana Zhang

    Diana Zhang

    Chief Operating OfficerCRD 5004105

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Contacts

3 of 16
  • Brandon Dixon

    Portfolio ConsultantCRD 7564079

  • Tyler Dyment

    Tyler Dyment

    Senior Portfolio ConsultantCRD 7848637

  • Kevin Moore

    Kevin Moore

    Head of National AccountsCRD 5160069

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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

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, 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
290 Harbor Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth