Greybull Partners LLC

RIASEC RegisteredEst. 2003
Total AUM
$241M
Discretionary
$241M
100% of AUM
Avg account
$121M
Accounts
2
Employees
20
Advisory reps
3

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

FINTRX

Overview

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

FINTRX

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

Asset composition

Asset composition: Non-Exchange Traded Equities 87%, Other 13%87%
  • Non-Exchange Traded Equities87%
  • Other13%

Owners & executives

2 of 2
  • James Wilson

    Chief Compliance OfficerCRD 4379265

  • Paul Viera

    Paul Viera

    Chief Executive OfficerCRD 1190111

Contacts

1 of 1
  • Tasheika Hinson

    CRD 7507683

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth