Greybox Investments

RIASEC RegisteredEst. 2020
Total AUM
$177M
Discretionary
$177M
100% of AUM
Avg account
$833K
Accounts
212
Employees
3
Advisory reps
3

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

FINTRX

Overview

Greybox Investments is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2020. The firm serves a mix of individual and family clients as well as institutional and business accounts, providing portfolio management for individuals, small businesses and other institutions. Its fees are charged as a percentage of assets under management and on an hourly basis. Greybox is not structured as an internal capital allocator; it sources external managers for alternative exposures and does not present itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 74%, Public Funds/Mutual Funds 23%, Cash & Cash Equivalents 2%, US Government Bonds 1%74%
  • Exchange Traded Equities74%
  • Public Funds/Mutual Funds23%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Contacts

3 of 3
  • Donie Carlson

    Donie Carlson

    Managing MemberCRD 2375714

  • Kenneth Carlson

    Kenneth Carlson

    Senior Portfolio ManagerCRD 1719690

  • Len Rittberg

    Len Rittberg

    Investment Adviser RepresentativeCRD 5035665

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 35

Active vs passive

$51.7M in ETFs

Passive

100%

$51.7M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE US AGGREGATE BOND ETF (AGG)BlackRockPassiveIntermediate Core Bond$5.9M59,25811.34%
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Location

Primary office

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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