Gray Financial Group Inc

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Assets, Funds, Holdings

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Gray Financial Group Inc
CRD #109349
SEC #801-55882
CIK #
AUM
Employees 9 (67% Investors, 0% Brokers)
Phone404-883-2500
Address3333 Piedmont Road
Atlanta, GA 30305
Source [IAPD] [Website]
Total AUM ($BB)
151296301999200620132021
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE Southeastern Global LP [2015-03-31] 2.6 2.6
Other Grayco Alternative Partners II LP [2013-01-24] 83.0 85.5
Other Grayco Alternative Partners I LP [2012-03-26] 10.0 33.8
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 37 5.0
By Discretionary
Discretionary 17 1.2
Non-Discretionary 20 3.8
Total 37 5.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 5.0
Total 37 5.0
Form D Directors # Filings # Firms 2011 - 2024
Laurence Gray 6
Marc Hardy 2
Robert Hubbard IV 2
Grayco Global Advisors 1
Yolanda Foreman 1
Yolanda Waggonerforeman 1
Southeastern Global LLC 1
Ademir Zeco 1
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