Greybull Partners LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 128390
- Registered since
- September 17, 2003
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Corporations / Businesses100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Greybull Partners LLC is an institutional registered investment adviser formed in 2003 that manages concentrated portfolios for a small number of clients. The firm bills clients through asset-based fees and performance-linked compensation and provides portfolio management for individuals and small businesses, pooled investment vehicles, and business or institutional accounts. Greybull identifies its client base as institutional and reports a relationship with at least one related adviser. It does not characterize itself as an active ESG investor and is not registered as a multi-state adviser. Greybull’s reported activities emphasize direct portfolio management rather than serving primarily as a capital allocator. The firm’s structure is a limited liability company owned by domestic entity/individual interests and its advisory work appears oriented toward customized solutions for a limited client roster.
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
- Non-Exchange Traded Equities87%
- Other13%
Owners & executives
2 of 2James Wilson
Chief Compliance OfficerCRD 4379265

Paul Viera
Chief Executive OfficerCRD 1190111
Contacts
1 of 1Tasheika Hinson
CRD 7507683
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 1180 Peachtree St Ne
- Time zone
- ET (UTC-5)
- Office locations
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