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
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 an SEC-registered investment adviser organized as a limited liability company and registered in 2022. The firm is classified as a hedge fund manager that serves institutional clients and provides portfolio management for investment companies, pooled investment vehicles, and institutional or business accounts. It operates in roles consistent with commodity trading/managed futures activity (CPO/CTA) and maintains industry relationships that include broker-dealer and sponsor functions as well as acting as a general partner or managing member of pooled vehicles. Compensation comes through a combination of asset-based fees and performance-based fees. The firm does not identify 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

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Peter Mintzberg

    Peter Mintzberg

    Chief Executive OfficerCRD 6263260

  • Craig Salm

    Craig Salm

    Chief Legal OfficerCRD 6936921

  • Diana Zhang

    Diana Zhang

    Chief Operating OfficerCRD 5004105

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

Unlock 13 more contacts

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