GRAYSTREET PARTNERS
Firm details
- Headquarters
- SAN ANTONIO, Texas
- CRD number
- 334967
- Registered since
- May 8, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Graystreet Partners is a limited liability company organized as a manager of pooled real estate investment vehicles. The firm is SEC-registered (registration year listed as 2025) and positions itself to serve institutional investors. Its advisory mandate centers on portfolio management for pooled investment vehicles rather than one-off discretionary wealth management for individuals. Ownership is listed as individual, and the firm operates across multiple states. Fee arrangements combine a percentage-of-assets-under-management component with performance-based fees. Graystreet Partners does not identify as an active ESG investor, and it is not described as a pension consultant or a related adviser to another firm.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3MICHAEL SHIPMAN
Managing DirectorCRD 4693031
Timothy Moxon
CRD 8063482
Kevin Covey
Managing PartnerCRD 8058705
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN ANTONIO, TX
BEXAR
Location
SAN ANTONIO, TX
Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- BEXAR
- Address
- 4515 San Pedro Ave
- Time zone
- CT (UTC-6)
- Office locations
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