GREYSTAR INVESTMENT GROUP, LLC

RIASEC RegisteredEst. 2013
Total AUM
$36.5B
Discretionary
$31B
85% of AUM
Avg account
$521M
Accounts
70
Employees
588
Advisory reps
9

Firm details

Headquarters
CHARLESTON, South Carolina
CRD number
160665
Registered since
November 20, 2013
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles99.67%
  • Insurance Companies0.33%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Greystar Investment Group, LLC is a limited liability company that operates as an investment manager focused on pooled real estate and related private funds. Registered with the SEC since 2013, the firm identifies as a multifaceted fund manager that runs private equity and real estate funds for institutional clients. Its advisory work centers on portfolio management for pooled vehicles and for businesses or institutions, and it operates under fee arrangements that include percentage-of-AUM and performance-based components. The firm reports being an active ESG investor and functions as a sponsor and general partner for pooled vehicles as well as holding other industry affiliations such as CPO/CTA and insurance-company relationships.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 4
  • ROBERT FAITH

    Founder, Chairman & CEOCRD 4506262

  • WESLEY FULLER

    Chief Investment OfficerCRD 6243498

  • Jeannette Marshall

    Senior Managing Director, Investment Legal & Chief Compliance OfficerCRD 7347589

Unlock 1 more executives

Contacts

3 of 5
  • Karen Harmon

    Managing Director, FinanceCRD 7893277

  • MICHAEL JOYCE

    Senior Managing DirectorCRD 6016136

  • WILLIAM MADDUX

    Executive Manager DirectorCRD 4506264

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHARLESTON, SC

CHARLESTON

Location

CHARLESTON, SC

Headquartered in CHARLESTON, SC, in the South of the United States.

Region
South
County
CHARLESTON
Address
465 Meeting St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth