GREYBOX INVESTMENTS
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 174077
- Registered since
- May 4, 2020
- Website
- www.greyboxinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC., SYNOVUS SECURITIES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI69.77%
- Charitable Organizations14.72%
- Individuals9.06%
- Corporations / Businesses6.45%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Greybox Investments is a privately held LLC that registered with the SEC in 2020 and is owned by an individual. The firm advises both individual/family clients and institutional clients, providing portfolio management services tailored to individuals, small businesses and larger business or institutional accounts. Its fee model combines a percentage of assets under management with hourly billing. Greybox does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
1 of 1DONIE CARLSON
Chief Compliance OfficerCRD 2375714
Contacts
2 of 2KENNETH CARLSON
Senior Portfolio ManagerCRD 1719690
Len Rittberg
Investment Adviser RepresentativeCRD 5035665
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$45.6M in ETFs
100%
$45.3M
1%
$228K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $6.5M | 65,123 | 14.19% |
Location
Birmingham, AL
JEFFERSON
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- JEFFERSON
- Address
- 2301 Morris Ave
- Time zone
- CT (UTC-6)
- Office locations
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