Greylion Partners LP

RIASEC RegisteredEst. 2020
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$235M
Accounts
9
Employees
22
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
308336
Registered since
May 13, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Greylion Partners LP is a private equity limited partnership that acts as an investment manager and sponsor focused on pooled investment vehicles. Formed and SEC-registered in 2020, the firm serves institutional clients and structures fees as a combination of a percentage of assets under management and performance-based compensation. Its advisory mandate centers on portfolio management for pooled vehicles, and it commonly serves as sponsor, general partner, or managing member of those vehicles. The firm identifies as an active ESG investor, indicating that environmental, social, and governance considerations are incorporated into its investment or stewardship processes. Greylion is not positioned as a capital allocator to external portfolios; instead, it runs and manages its own private equity funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

2 of 2
  • Ellen Rosenberg

    Ellen Rosenberg

    Partner, General Counsel and Chief Compliance OfficerCRD 7040243

  • Dina Colombo

    Dina Colombo

    Partner, Chief Operating Officer, Chief Financial OfficerCRD 6467012

Contacts

2 of 2
  • Gilbert Baird

    Gilbert Baird

    Managing PartnerCRD 2641795

  • David Ferguson

    David Ferguson

    Managing PartnerCRD 1712216

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
900 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth