GREYCOURT & CO., INC.
Adviser information for GREYCOURT & CO., INC. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 42 |
|---|---|
| Investment Advisory/Research | 21 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $200.7M |
| Non-Discretionary | 31 | $4.9B |
| Total | 32 | $5.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 38 | $4.6B |
| 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 | 5 | $467.0M |
| 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 | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 11 |
| No. of Non-U.S. Clients | 2 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)COLLABORATIVE SOLUTIONS, CONSULTING |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-60297 |
|---|---|
| SEC ERA File Number | 801-60297 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 111936 |
| Legal Entity Identifier | None |
Principal Office
2100 WHARTON STREETSUITE 600
PITTSBURGH
PA
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 412-361-0100, Fax: 412-361-0300
Chief Compliance Officer
JILL GRENDA
DIRECTOR
2100 WHARTON STREET
SUITE 600
PITTSBURGH
PA
United States
Tel:
412-361-0100
Fax:
412-361-0300
J***@*********************M
(Full email address available in API data)
Regulatory Contact
GRETCHEN SHOUP
CHIEF OPERATING OFFICER, MANAGING DIRECTOR
2100 WHARTON STREET
SUITE 600
PITTSBURGH
PA
United States
Tel:
412-361-0100
Fax:
412-361-0300
G*****@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FEINBERG, STEPHEN, L | Individual | – | SHAREHOLDER | 03/1996 | 5-10% |
| CURTIS, GREGORY, DYER | Individual | – | CHAIRMAN EMERITUS & MANAGING DIRECTOR | 07/2021 | 25-50% |
| FRIEDMAN, GREGORY, RICHARD | Individual | – | CHAIRMAN OF THE BOARD & MANAGING DIRECTOR | 07/2021 | 10-25% |
| SHOUP, GRETCHEN, MARIE | Individual | – | CHIEF OPERATING OFFICER & MANAGING DIRECTOR | 10/2014 | < 5% |
| LITWIN, MATTHEW, DAVID | Individual | – | CHIEF EXECUTIVE OFFICER & MANAGING DIRECTOR | 07/2021 | 10-25% |
| GRENDA, JILL, MARIE | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2022 | < 5% |
| LASKOW, MARK, JAMES | Individual | – | SHAREHOLDER | 04/2022 | 5-10% |
| Friedman, Karen, Lynn | Individual | – | SHAREHOLDER | 05/2015 | 10-25% |