Grayscale Advisors

RIASEC Registered
Total AUM
$60.6M
Discretionary
$47.3M
78% of AUM
Avg account
$7.6M
Accounts
8
Employees
126
Advisory reps
19

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 VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Grayscale Advisors LLC is structured as an owner-operated hedge-fund manager that positions itself to serve institutional clients. The firm is SEC-registered (registered in 2022) and operates as a CPO/CTA while providing portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. Its compensation combines an asset-based percentage with performance-based fees, a common alignment for hedge fund strategies. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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