GREYROCK CAPITAL GROUP

RIASEC RegisteredEst. 2012
Total AUM
$818M
Discretionary
$818M
100% of AUM
Avg account
$205M
Accounts
4
Employees
10
Advisory reps
5

Firm details

Headquarters
CHICAGO, Illinois
CRD number
156816
Registered since
March 23, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Greyrock Capital Group is organized as a limited liability company and operates as a private equity fund manager serving institutional clients. The firm focuses on managing pooled investment vehicles and acts as portfolio manager for those funds. Fee arrangements combine a percentage-of-assets model with performance-based fees, consistent with traditional private equity fund economics. Investment activity centers on private-market strategies. While the bulk of assets sit in private equity vehicles, the firm also allocates to a range of third‑party alternative managers across venture capital, hedge funds, private placements and real estate. Greyrock is SEC-registered (since 2012) and structures its advisory work around concentrated, institutionally sized fund vehicles rather than retail or individual account services.

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

1 of 1
  • JEFFERY BIRCH

    Vice President, CFOCRD 6024843

Contacts

3 of 4
  • STEVEN DEMPSEY

    Managing PartnerCRD 6024838

  • SAMUEL SNYDER

    Managing PartnerCRD 4858738

  • DANIEL KAPNICK

    PartnerCRD 5175431

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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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
300 S Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth