GREYSTONE CAPITAL PARTNERS GROUP LLC

Overview

Greystone Capital Partners Group LLC is an independent registered investment adviser that serves a mix of individual, family and institutional clients. The firm positions itself as a capital allocator, managing discretionary and non-discretionary relationships and selecting third-party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and selection of other advisers. Fee arrangements include percentage-of-assets, hourly and fixed-fee engagements. The firm is not an active ESG investor and is structured as a limited liability company under individual ownership. Greystone’s investment posture favors pooled public vehicles for core equity and fixed-income exposure while allocating selectively to third-party alternative managers for diversification and return enhancement. The firm’s role often includes manager due diligence and portfolio construction across both traditional and alternative sleeves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices