Greyrock Capital Group
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Overview
Greyrock Capital Group is a financial advisor company located in Chicago, Illinois. It handles $649.3 million in total assets throughout four customer accounts, making it one of the bigger firms in the nation by assets under management (AUM). The company has a small team, including 9 financial advisors. Greyrock Capital Group is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal investments such as equities, bonds and options.
Greyrock Capital Group administers all of its client assets in a discretionary manner. Discretionary management means that transaction judgments for the client's account are made by a portfolio manager without requiring the client's authorization. The advisory firm's average account size is $162.3 million. An average advisor at Greyrock Capital Group oversees fewer than one client account, placing it among the most individualized advisor firms in the country.
The firm's central office is located at 300 S. Wacker Drive, Chicago, Illinois 60606. The firm is legally registered to serve clients throughout a number of states, including California, Florida, Illinois, New York and Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Greyrock Capital Group by the Numbers
$649.3 million
10
4
$162.3 million
Fee Structure
Fees for financial management largely vary depending on which services the firm provides the client. Fee types charged by the firm most likely consist of any combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Greyrock Capital Group.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Greyrock Capital Group provides services to pooled investment vehicles. Out of its four clients, Greyrock Capital Group's largest client group by number of accounts is pooled investment vehicles. None of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Greyrock Capital Group does not have any disclosures.
Please visit its Form ADV for more details.
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