GREYFELL CAPITAL MANAGEMENT
GREYFELL CAPITAL MANAGEMENT LLC Legal Name
Adviser information for GREYFELL CAPITAL MANAGEMENT last updated from Form ADV on March 27th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 5 |
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Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 4 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 0 | $0 |
Non-Discretionary | 1 | $1.0B |
Total | 1 | $1.0B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | <5 | $1.0B |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for businesses or institutional clients |
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Compensation | Fixed feesADVISER PERCENTAGE |
Identifiers
SEC RIA File Number | 801-121888 |
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SEC ERA File Number | 801-121888 |
SEC CIK Numbers | None |
SEC CRD Numbers | 315480 |
Legal Entity Identifier | None |
Principal Office
100 SOUTH ASHLEY DRIVESUITE 1130
TAMPA
FL
United States
Monday - Friday, 9:00AM - 5:00PM EST
Tel: (917) 826-2984, Fax: None
Websites
Chief Compliance Officer
MICHAEL ANTHONY FEY
MANAGING MEMBER
100 SOUTH ASHLEY DRIVE
SUITE 1130
TAMPA
FL
United States
Tel:
(917) 826-2984
M***@*********************M
(Full email address available in API data)
Regulatory Contact
WADE SPEAS
MANAGING DIRECTOR
100 SOUTH ASHLEY DRIVE
SUITE 1130
TAMPA
FL
United States
Tel:
(908) 656-0737
W*****@*********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
FEY, MICHAEL, ANTHONY | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2021 | < 5% |
GREYFELL CAPITAL HOLDINGS LLC | Domestic Entity | – | MANAGING MEMBER | 12/2022 | > 75% |
FEY, MICHAEL, ANTHONY | Individual | GREYFELL CAPITAL HOLDINGS LLC | MANAGING MEMBER | 12/2022 | 25-50% |
BURILLO EGUIALIS, LEOPOLDO, EDUARDO | Individual | GREYFELL CAPITAL HOLDINGS LLC | MEMBER | 12/2022 | 25-50% |