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| Keyboard |
| 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) |
| Fees | |
| Minimum | |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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