Grey Rock Energy Management, LLC
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Overview
Grey Rock Energy Management, LLC is a financial advisory company located in Dallas, Texas. The company administers $1.1 billion in assets under management throughout seven accounts, placing it among the larger investment advisory firms in the nation by assets under management (AUM). Grey Rock Energy Management, LLC has a small group, including 5 financial advisors. Grey Rock Energy Management, LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are exchangable financial assets such as options, equities and bonds.
Grey Rock Energy Management, LLC administers all of the company's client assets on a discretionary basis. Discretionary management signifies that buy and sell decisions for the client's account are made by an investment advisor without requiring the customer's approval. Grey Rock Energy Management, LLC administers roughly $159.8 million in assets for each client account. The average financial advisor at Grey Rock Energy Management, LLC manages about one client account, placing it among the most personalized firms in the country.
The company's headquarters is at 5217 Mckinney Avenue, Dallas, Texas 75205. The company is legally permitted to serve customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Grey Rock Energy Management, LLC by the Numbers
$1.1 billion
19
7
$159.8 million
Fee Structure
Fees for financial advice typically are based on the type of services provided. Fee types billed by Grey Rock Energy Management, LLC likely consist of the following fee structures: asset-based or performance-based. The firm does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
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
-
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
Grey Rock Energy Management, LLC caters to pooled investment vehicles. Out of its seven clients, Grey Rock Energy Management, LLC's largest client by number of accounts is pooled investment vehicles. None of its accounts are represented by people 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
Grey Rock Energy Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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