GREY PRIVATE CAPITAL

Overview

Grey Private Capital is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm operates as a capital allocator and provides a mix of financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and manager selection services. Its fee structure is flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements. From an investment perspective the firm favors pooled public funds as the core of client portfolios while acting as an allocator to external managers for non-core exposures. Grey Private Capital is identified as an active ESG investor, which influences public fund selection and likely factors into manager due diligence for alternative allocations. The firm’s advisory scope and manager-selection activity suggest a hands-on approach to constructing diversified, multi-manager portfolios rather than relying primarily on single-manager or in-house proprietary strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices