GREY HELM CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
311810
Registered since
March 25, 2022

Firm profile

FINTRX

Overview

Grey Helm Capital is a compact investment manager structured as a limited liability company and registered with the SEC in 2022. The firm's regulatory profile and declared business activities identify it primarily as a manager and sponsor of pooled vehicles — acting in roles such as sponsor, general partner and managing member — and it reports activity as a commodity pool operator or commodity trading adviser. That mix points to a focus on privately placed investment vehicles rather than a retail advisory business: the firm allocates capital through pooled funds and exercises active portfolio control within those vehicles. Investment emphasis is on alternative strategies housed inside private funds. Grey Helm Capital’s setup suggests it sources and managers strategies that require sponsor/GP responsibilities and operational oversight — typical for hedge fund and private equity structures — and its CPO/CTA designation indicates the use or readiness to use futures, swaps or other commodity-linked instruments as part of its toolkit.

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

Contacts

1 of 1
  • SCOTT BAKER

    Founding PartnerCRD 5368369

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

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
100 Crescent Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth