Greylock Peak Investments, LLC

RIASEC RegisteredEst. 2020
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
158941
Registered since
January 3, 2020
Fee structure
Other

Firm profile

FINTRX

Overview

Greylock Peak Investments, LLC is an SEC-registered institutional registered investment adviser organized as an LLC and active since 2020. FINTRX classifies it as a multi-state adviser and notes a broker-dealer affiliation. The firm is not identified as a capital allocator and is not marked as an active ESG investor. Fee arrangements are listed as “other” rather than standard asset- or performance-fee buckets.

Assets & Accounts

Location & Offices

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

Contacts

3 of 3
  • Marc Scher

    PresidentCRD 7386499

  • Michael Loew

    Director Of Corporate AccountingCRD 2222043

  • William Reik

    William Reik

    Managing MemberCRD 1303149

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
485 Lexington Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth