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 organized as a limited liability company and formed in 2017. The firm is set up as a private equity manager focused on pooled investment vehicles and serves an institutional client base. Its business model includes acting as a general partner or managing member of its funds and providing portfolio management for those pooled vehicles. Compensation is a blend of percentage-of-AUM fees and performance-based fees. Grey Rock does not position itself as an active ESG investor and is not reported as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

    General Counsel & Chief Compliance OfficerCRD 6277376

Contacts

3 of 5
  • KIRK LAZARINE

    Co-FounderCRD 6322039

  • GRIFFIN PERRY

    Co-FounderCRD 4217435

  • 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 McKinney Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth