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| Grey Ledge Advisors LLC
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|
|---|---|
| CRD # | 124867 |
| SEC # | 801-61932 |
| CIK # | 0001660694 |
| AUM | $616.0 M (2026-03-30) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Phone | 203-453-9075 |
| Address | One Park Street Guilford, CT 06437 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.0 | ||
| Johnson & Johnson | 6.7 | ||
| Microsoft Corp | 6.1 | ||
| Alphabet Inc | 6.0 | ||
| Advanced Micro Devices Inc | 5.6 | ||
| Alphabet Inc | 5.2 | ||
| Nvidia Corp | 4.8 | ||
| Amgen Inc | 4.5 | ||
| Costco Wholesale Corp /NEW | 4.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 657 | 106.6 |
| (b) Individuals (high net worth individuals) | 142 | 432.6 |
| (c) Banking or thrift institutions | 0 | 16.9 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 55 | 42.0 |
| (h) Charitable organizations | 0 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 33 | 16.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,575 | 616.0 |
| By Discretionary | ||
| Discretionary | 1,575 | 616.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,575 | 616.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 615.4 | |
| Total | 1,575 | 616.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001660694] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Steadtrust LLC
✚
|
0.6 | |
|
Aerie Advisory Group LLC
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|
WA | 0.6 |
|
Hubbell Strickland Wealth Management LLC
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|
LA | 0.6 |
|
EQ Wealth Advisors LLC
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|
TX | 0.6 |
|
Stolper & Company
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|
CA | 0.6 |
|
Envoy Advisory Inc
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|
CO | 0.6 |
|
Financial Alternatives Inc
✚
|
CA | 0.6 |
|
Mystic Asset Management Inc
✚
|
RI | 0.6 |
|
ZEGA Investments LLC
✚
|
FL | 0.6 |
|
Safe Harbor Family Capital LLC
✚
|
NC | 0.6 |