GREY OWL CAPITAL MANAGEMENT, LLC

Overview

Grey Owl Capital Management, LLC is a small, equity-focused registered investment adviser that manages portfolios for individuals, families and small institutions. The firm operates as an LLC and has been registered with the SEC since 2009. Its business model centers on discretionary portfolio management, billed as a percentage of assets under management, with a preference for equity exposures delivered through exchange-traded instruments and separate managed accounts. The firm does not position itself as an ESG investor and is not structured as a multi-state adviser or pension consultant. Grey Owl works primarily with individual and family clients, and it also provides portfolio management services for small businesses and institutions. Custody and execution are centralized through a single primary custodian, which supports the firm’s concentrated equity approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices