Fees and Compensation — Form ADV Part 2A (2/4/2026)
[Brochure]
Item 5 Fees and Compensation
Solicitor Fee
The fees payable to us for these referral services depend upon the fee arrangement between our Firm
and the unaffiliated RIA to whom you are referred. We will receive a portion of the unaffiliated RIA's
ongoing account management fees as compensation for our solicitation or consulting. Our fee range is
25% to 35% of the fees charged to the referred client by the unaffiliated RIA. The fee shall be paid
solely from the unaffiliated RIA and will be paid to us within 30 days of the unaffiliated RIA's receipt of
the advisory fee from the client. The fee paid to us will not result in any additional charge to the client
of the unaffiliated RIA.
Referred clients have no obligation to pay any compensation directly to Greylock Peak . Greylock Peak
seeks payment of its compensation solely from the unaffiliated RIA to whom it recommends clients.
Fees are only payable to Greylock Peak upon receipt of funds by the RIA from the prospective
client(s).
The duration of payments from the RIA to Greylock Peak shall continue for as long as a given client
remains a paying investment management client of the RIA.
Account Minimums and Types of Clients — Form ADV Part 2A (2/4/2026)
[Brochure]
Item 7 Types of Clients
Our customer base for referrals to other unaffiliated RIA's consists of individuals, pension and profit
sharing plans, trusts, estates, charitable organizations, corporations and other business entities.
The third party money managers to whom you are referred may impose minimum account sizes for
participation in their advisory services. Please refer to the third party money manager's Form ADV Part
2A for information on applicable minimum account sizes, if any.
AUM Breakdown
Accounts
AUM ($)
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