|
⚲
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| Grey Rock Asset Management LLC
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| |
|---|---|
| CRD # | 313389 |
| SEC # | 801-120979 |
| CIK # | |
| AUM | $417.7 MM (2024-03-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 214-396-2850 |
| Address | 5217 Mckinney Avenue Dallas, TX 75205 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 58 | 417.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 335 | 417.7 |
| By Discretionary | ||
| Discretionary | 109 | 235.2 |
| Non-Discretionary | 226 | 182.5 |
| Total | 335 | 417.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 417.7 | |
| Total | 335 | 417.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
FCG Investment Company
✚
|
TN | 0.4 |
|
QP Consulting LLC
✚
|
MD | 0.4 |
|
TowerPoint Wealth LLC
✚
|
CA | 0.4 |
|
Allegiance Financial Group Advisory Services LLC
✚
|
VA | 0.4 |
|
Curtis Advisory Group LLC
✚
|
CA | 0.4 |
|
Cresta Advisors Ltd
✚
|
TX | 0.4 |
|
James R Martin Consulting Inc DBA JRM Capital Management
✚
|
WA | 0.4 |
|
Chapin Davis Inc
✚
|
MD | 0.4 |
|
Prosperity Planning Inc
✚
|
MO | 0.4 |
|
Midatlantic Capital Management Inc
✚
|
VA | 0.4 |