GREYCOURT & CO., INC.
Firm details
- Headquarters
- PITTSBURGH, Pennsylvania
- CRD number
- 111936
- Registered since
- June 22, 2001
- Website
- www.greycourt.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.74%
- Charitable Organizations30.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Greycourt & Co, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 2001. The firm serves both high-net-worth individuals and families as well as institutional clients, operating as a capital allocator that combines portfolio management, financial planning, and the selection of third-party advisers. Its fee arrangement blends AUM-based fees with fixed fees, and the firm is not positioned as an ESG-focused or multi-state 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
- Public Funds/Mutual Funds53%
- Private Funds37%
- Cash & Cash Equivalents10%
Owners & executives
3 of 3GRETCHEN SHOUP
COO and Managing DirectorCRD 5838914
MATTHEW LITWIN
Chief Executive OfficerCRD 2799342
JILL GRENDA
Chief Compliance OfficerCRD 4442470
Contacts
3 of 6LP DORSAR PARTNERS
OwnerCRD 205665
DAVID WELLS
President and Managing DirectorCRD 4808556
GREGORY CURTIS
Chairman And Managing DirectorCRD 2443626
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PITTSBURGH, PA
ALLEGHENY
Location
PITTSBURGH, PA
Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- ALLEGHENY
- Address
- 2100 Wharton St
- Time zone
- ET (UTC-5)
- Office locations
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