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| Keyboard |
| Graypoint LLC
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|---|---|
| CRD # | 135950 |
| SEC # | 801-64417 |
| CIK # | 0001794198 |
| AUM | 4,645.1 M (2025-10-20) |
| Employees | 69 (52% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 518-641-6860 |
| Address | 4 Tower Place Albany, NY 12203-3710 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (3/26/2025) [Brochure] |
|---|
Types of Clients
As described in Item 4, we provide advisory services to the following types of clients:
• Individuals
• High net worth individuals
• Pension and profit-sharing plans (other than plan participants)
• Charitable organizations
• Corporations or other businesses not listed above
• State or municipal government entities
Account Minimums
We require a minimum of $500,000 of assets under management. This account size may be
negotiable under certain circumstances. We may group certain related client accounts for
the purposes of achieving the minimum account size.
I T E M 8 : M E T H O D S O F A N A L Y S I S , I N VE S T M E N T S T R A T E G I E S A N D
RISK OF LOSS |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 63.0 | ||
| Microsoft Corp | 44.7 | ||
| Apple Inc | 40.6 | ||
| Square Inc | 25.9 | ||
| Amazon Com Inc | 17.5 | ||
| Broadcom Inc | 16.1 | ||
| Facebook Inc | 15.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 264 | 0.2 |
| (b) Individuals (high net worth individuals) | 435 | 2.8 |
| (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 | 24 | 0.1 |
| (h) Charitable organizations | 60 | 0.4 |
| (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 | 10 | 0.9 |
| (n) Other | 22 | 0.2 |
| Total | 818 | 4.6 |
| By Discretionary | ||
| Discretionary | 791 | 4.6 |
| Non-Discretionary | 27 | 0.1 |
| Total | 818 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 818 | 4.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001794198] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 22 |
| Serves | Institutional, Retail |
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|---|---|---|
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