GRAYSTREET PARTNERS

RIASEC RegisteredEst. 2025
Total AUM
$159M
Discretionary
$159M
100% of AUM
Avg account
$2.7M
Accounts
59
Employees
7
Advisory reps
3

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

FINTRX

Overview

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

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

Contacts

3 of 3
  • MICHAEL SHIPMAN

    Managing DirectorCRD 4693031

  • Timothy Moxon

    CRD 8063482

  • Kevin Covey

    Managing PartnerCRD 8058705

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth