Greystone Capital Management

Overview

Greystone Capital Management operates as a small, independently owned RIA organized as an LLC. The firm focuses on discretionary portfolio management for individuals, families and smaller institutions, and reports a fee mix that includes both percentage-of-AUM billing and performance-based fees. Greystone does not market itself as an ESG investor, is not registered as a multi-state adviser, and does not position as a pension consultant or capital allocator. Service delivery appears client-centric and hands-on given the firm's size: the stated advisory activity is portfolio management for individuals and small businesses rather than large institutional consulting or broad wealth advisory platform services.

Assets & Accounts

Public Holdings

Investments & Alternatives