Gregory Lyle & Co

Overview

Gregory Lyle & Co is a small, SEC-registered investment adviser that focuses on portfolio management for individual and small-business clients. The firm runs a concentrated, equity-first approach: exchange-traded equities make up the bulk of its managed assets, and portfolios appear structured as separately managed accounts (SMAs) tailored to client needs. Fee arrangements include a percentage of AUM and fixed fees, indicating a mix of ongoing advisory relationships and project-based engagements. The firm does not market itself as an ESG investor and is not set up as a multi-state adviser. Gregory Lyle & Co serves both individual/family and institutional clients, with investment activity centered on liquid public markets supplemented by allocations to external alternative managers. Custody and execution are routed through a single primary custodian, which supports a streamlined trading and reporting environment appropriate for a compact adviser handling higher-net-worth clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices