GREYBULL PARTNERS LLC
Adviser information for GREYBULL PARTNERS LLC 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 20 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| 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 |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $223.3M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $223.3M |
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 | 2 | $223.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-62357 |
|---|---|
| SEC ERA File Number | 801-62357 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 128390 |
| Legal Entity Identifier | None |
Principal Office
1180 PEACHTREE STREET, NESUITE 2350
ATLANTA
GA
United States
Monday - Friday, 8:30 AM-5:00 PM
Tel: 404-815-8772, Fax: 404-815-8948
Websites
Chief Compliance Officer
JAMES M. WILSON
CHIEF COMPLIANCE OFFICER
1180 PEACHTREE STREET, NE
SUITE 2350
ATLANTA
GA
United States
Tel:
404-815-8772
Fax:
404-815-8948
J********@******************M
(Full email address available in API data)
Industry Affiliates
| EARNEST PARTNERS, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PELOTON LLC | Domestic Entity | – | MEMBER | 08/2003 | > 75% |
| WESTCHESTER LIMITED, LLC | Domestic Entity | – | MEMBER | 08/2003 | 25-50% |
| VIERA, PAUL, ERNEST | Individual | WESTCHESTER LIMITED, LLC | MANAGER | 12/1997 | |
| VIERA, PAUL, ERNEST | Individual | THE PEV REVOCABLE LIVING TRUST | TRUSTEE | 04/2014 | |
| VIERA, PAUL, ERNEST | Individual | PELOTON, LLC | MANAGER | 08/2003 | |
| WILSON, JAMES, MACON | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2003 | < 5% |
| VIERA, PAUL, ERNEST | Individual | – | CEO & MANAGER | 08/2003 | < 5% |
| THE PEV REVOCABLE LIVING TRUST | Domestic Entity | WESTCHESTER LIMITED, LLC | MEMBER | 04/2014 | > 75% |
| THE PEV REVOCABLE LIVING TRUST | Domestic Entity | PELOTON LLC | MEMBER | 04/2014 | > 75% |
| FIEGE, CARSTEN, JOACHIM | Individual | – | CHIEF OPERATING OFFICER | 12/2022 | < 5% |
| Choi, Sunna | Individual | – | GENERAL COUNSEL | 11/2023 | < 5% |