Grey Rock Energy Management, LLC

RIASEC RegisteredEst. 2017
Total AUM
$260M
Discretionary
$260M
100% of AUM
Avg account
$86.6M
Accounts
3
Employees
29
Advisory reps
6

Firm details

Headquarters
Dallas, Texas
CRD number
170956
Registered since
May 30, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Grey Rock Energy Management, LLC is an SEC-registered investment adviser formed as an LLC in 2017 that manages private investment vehicles with an energy tilt. The firm primarily serves institutional clients and is organized as a private equity manager that provides portfolio management for pooled investment vehicles. Its compensation structure combines a percentage-of-assets fee with performance-based fees, consistent with private equity practices. The firm functions as an adviser and sponsor and operates in roles such as general partner and managing member of its pooled vehicles. Grey Rock does not position itself as a capital allocator to outside managers, is not an active ESG investor, and does not list pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

1 of 1
  • Emily Fuquay

    Emily Fuquay

    General Counsel & Chief Compliance OfficerCRD 6277376

Contacts

3 of 5
  • Kirk Lazarine

    Kirk Lazarine

    Co-FounderCRD 6322039

  • Griffin Perry

    Griffin Perry

    Co-FounderCRD 4217435

  • Thaddeus Darden

    Thaddeus Darden

    PartnerCRD 7474491

Unlock 2 more contacts

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
5217 Mc Kinney Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth