GREYSTAR INVESTMENT GROUP, LLC
Adviser information for GREYSTAR INVESTMENT GROUP, 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 | 510 |
|---|---|
| Investment Advisory/Research | 369 |
| Registered Broker-Dealer Representatives | 15 |
| 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 | 28 | $23.9B |
| Non-Discretionary | 33 | $4.4B |
| Total | 61 | $28.3B |
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 | 60 | $28.2B |
| 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 | <5 | $142.8M |
| 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 | 0 |
| No. of Non-U.S. Clients | 8 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based feesDEVELOPMENT, PROPERTY MANAGEMENT, CONSTRUCTION AND OTHER FEES |
Identifiers
| SEC RIA File Number | 801-78751 |
|---|---|
| SEC ERA File Number | 801-78751 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 160665 |
| Legal Entity Identifier | 254900PV3CO81WU87J39 |
Principal Office
465 MEETING STREETSUITE 500
CHARLESTON
SC
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 843-579-9400, Fax: 843-579-9420
Websites
www.facebook.com/greystarapts
www.linkedin.com/company/greystar
www.youtube.com/@greystar
www.tiktok.com/@greystarapartments
parler.com/greystarapartments
linktr.ee/greystarapartments
www.pinterest.com/greystarapts/
www.youtube.com/user/greystarapartments
www.instagram.com/greystarapartments
www.greystar.com
twitter.com/greystarapts
Chief Compliance Officer
JENNIFER MARSHALL
SENIOR MANAGING DIRECTOR
465 MEETING STREET
SUITE 500
CHARLESTON
SC
United States
Tel:
843-576-5719
J*************@***********M
(Full email address available in API data)
Regulatory Contact
CHRIS BARKLEY
DIRECTOR
465 MEETING STREET
SUITE 500
CHARLESTON
SC
United States
Tel:
18435765756
C*******@***********M
(Full email address available in API data)
Industry Affiliates
| CAS INSURANCE AGENCY, LLC | Insurance company or agency |
| GCP KF58 CO-INVESTMENT GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GLOF I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GREYSTAR CHILE MULTIFAMILY VENTURE GP I, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GREYSTAR CREDIT PARTNERS GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GREYSTAR CREDIT PARTNERS GP III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GREYSTAR EQUITY PARTNERS ASIA PACIFIC I GP S.AR.L. | Sponsor, GP, manager of pooled investment vehicles |
| GREYSTAR EQUITY PARTNERS EUROPE I GP S.AR.L | Sponsor, GP, manager of pooled investment vehicles |
| GREYSTAR GLOBAL STRATEGIC PARTNERS GP I, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GREYSTAR GROWTH AND INCOME GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GREYSTAR JAPAN CORE PLUS VENTURE GP I PTE. LTD. | Sponsor, GP, manager of pooled investment vehicles |
| GREYSTAR JAPAN MULTIFAMILY VENTURE GP I PTE. LTD. | Sponsor, GP, manager of pooled investment vehicles |
| GREYSTAR LOGISTICS COINVESTMENT PARTNERS GP I, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GREYSTAR MULTIFAMILY GP IX, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GREYSTAR MULTIFAMILY GP VIII, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GREYSTAR MULTIFAMILY GP X, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GREYSTAR MULTIFAMILY GP XI, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GREYSTAR REAL ESTATE PARTNERS, LLC | Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| GREYSTAR RESERVE GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GREYSTAR STUDENT HOUSING GROWTH AND INCOME GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GREYSTAR-THACKERAY REALTY FUND VI GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GUARANTY DIRECT INSURANCE COMPANY LIMITED | Insurance company or agency |
| THACKERAY PARTNERS | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| GCP KF58 CO-INVESTMENT, LP | Real Estate Fund | $17.1M | $0.0M | 2 |
| GEP IX INVESTORS, LLC | Real Estate Fund | $0.5M | $0.0M | 13 |
| GEP X EMPLOYEE INVESTORS, LLC | Real Estate Fund | $3.1M | $0.0M | 23 |
| GEP XI INVESTORS, LLC | Real Estate Fund | $6.6M | $0.0M | 68 |
| GGSP CO-INVESTORS I, LLC | Real Estate Fund | $11.4M | $0.0M | 6 |
| GLSV EMPLOYEE INVESTORS I, LLC | Real Estate Fund | $6.5M | $0.0M | 44 |
| GREYSTAR 2016 INVESTORS, LLC | Real Estate Fund | $8.0M | $0.1M | 35 |
| GREYSTAR 2018 INVESTORS, LLC | Real Estate Fund | $7.1M | $0.0M | 48 |
| GREYSTAR 2019 INVESTORS, LLC | Real Estate Fund | $4.1M | $0.0M | 56 |
| GREYSTAR 2020 INVESTORS, LLC | Real Estate Fund | $4.0M | $0.0M | 58 |
| GREYSTAR 2021 INVESTORS, LLC | Real Estate Fund | $4.2M | $0.0M | 65 |
| GREYSTAR 2023 INVESTORS, LLC | Real Estate Fund | $2.5M | $0.0M | 40 |
| GREYSTAR COINVESTMENT 8, LLC | Real Estate Fund | $1.2M | $0.1M | 6 |
| GREYSTAR CREDIT PARTNERS II, LP | Real Estate Fund | $588.5M | $0.0M | 2 |
| GREYSTAR CREDIT PARTNERS III, LP | Real Estate Fund | $633.7M | $0.0M | 2 |
| GREYSTAR EQUITY PARTNERS ASIA PACIFIC FUND I SCSP | Real Estate Fund | $870.0M | $10.0M | 8 |
| GREYSTAR EQUITY PARTNERS EUROPE FUND I SCSP | Real Estate Fund | $3,262.9M | $11.0M | 14 |
| GREYSTAR EQUITY PARTNERS XI (892), LP | Real Estate Fund | $0.0M | $10.0M | 1 |
| GREYSTAR EQUITY PARTNERS XI, LP | Real Estate Fund | $1,309.1M | $10.0M | 19 |
| GREYSTAR GLOBAL STRATEGIC PARTNERS I (INTERNATIONAL), LP | Real Estate Fund | $457.8M | $0.0M | 3 |
| GREYSTAR GLOBAL STRATEGIC PARTNERS I (US NON-REIT), LP | Real Estate Fund | $716.0M | $0.0M | 3 |
| GREYSTAR GLOBAL STRATEGIC PARTNERS I (US REIT ASSETS), LP | Real Estate Fund | $186.1M | $0.0M | 5 |
| GREYSTAR GLOBAL STRATEGIC PARTNERS I (US REIT SHARES), LP | Real Estate Fund | $269.1M | $0.0M | 5 |
| GREYSTAR LOAN ORIGINATION FUND I, LP | Real Estate Fund | $644.4M | $0.0M | 6 |
| GREYSTAR LOGISTICS COINVESTMENT PARTNERS I, AIV LP | Real Estate Fund | $228.0M | $0.0M | 3 |
| GREYSTAR LOGISTICS COINVESTMENT PARTNERS I, LP | Real Estate Fund | $61.0M | $0.0M | 3 |
| GREYSTAR PORTFOLIO INVESTORS II, LLC | Real Estate Fund | $5.6M | $0.0M | 3 |
| GREYSTAR STUDENT HOUSING GROWTH AND INCOME EMPLOYEE INVESTORS, LLC | Real Estate Fund | $1.8M | $0.0M | 8 |
| GREYSTAR STUDENT HOUSING GROWTH AND INCOME FUND, LP | Real Estate Fund | $1,929.2M | $10.0M | 13 |
| GREYSTAR STUDENT HOUSING GROWTH AND INCOME TRUST | Real Estate Fund | $4,867.0M | $0.0M | 14 |
| GREYSTAR-THACKERAY REALTY FUND VI INVESTORS, LLC | Real Estate Fund | $8.3M | $0.0M | 25 |
| GREYSTAR-THACKERAY REALTY FUND VI, LP | Real Estate Fund | $319.2M | $5.0M | 55 |
| GS BILT CO-INVESTORS, LLC | Private Equity Fund | $2.3M | $0.0M | 30 |
| GS PROPTECH CO-INVESTORS I, LLC | Private Equity Fund | $1.0M | $10.0M | 11 |
| LEONARDO 247 EMPLOYEE INVESTORS, LLC | Private Equity Fund | $4.7M | $0.0M | 15 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RAMSEY, JAMES, DEREK | Individual | – | EXECUTIVE MANAGING DIRECTOR AND VICE PRESIDENT | 06/2002 | < 5% |
| FAITH, ROBERT, ALAN | Individual | – | CHAIRMAN, CHIEF EXECUTIVE OFFICER AND PRESIDENT | 06/2002 | < 5% |
| MADDUX, WILLIAM, CHAPPELL | Individual | – | EXECUTIVE MANAGING DIRECTOR AND VICE PRESIDENT | 06/2002 | < 5% |
| FAITH, ROBERT, ALAN | Individual | GREYSTAR REAL ESTATE PARTNERS, LLC | MANAGER | 06/2001 | |
| FAITH FAMILY HOLDINGS, LP | Domestic Entity | FAITH HOLDINGS (GREP OWNING/VOTING), LLC | CLASS A MEMBER | 12/2022 | > 75% |
| FAITH, ROBERT, ALAN | Individual | ROBERT A. FAITH REVOCABLE TRUST | TRUSTEE | 03/2017 | |
| RAF HOLDINGS, LLC | Domestic Entity | FAITH FAMILY HOLDINGS, LP | GENERAL PARTNER | 01/2000 | |
| FAITH, ROBERT, ALAN | Individual | RAF HOLDINGS, LLC | SOLE MEMBER | 06/2012 | > 75% |
| GREYSTAR REAL ESTATE PARTNERS, LLC | Domestic Entity | – | SOLE MEMBER OF GREYSTAR INVESTMENT GROUP, LLC | 06/2002 | > 75% |
| FULLER, WESLEY, HAMILTON | Individual | – | EXECUTIVE MANAGING DIRECTOR AND VICE PRESIDENT | 11/2012 | < 5% |
| CARPER, ALAN, JOSHUA | Individual | – | EXECUTIVE DIRECTOR AND VICE PRESIDENT | 07/2008 | < 5% |
| Kaberna, Kevin, Allen | Individual | – | EXECUTIVE DIRECTOR | 03/2017 | < 5% |
| MACNAUGHTON, CHRISTOPHER, JON | Individual | – | SENIOR MANAGING DIRECTOR | 05/2017 | < 5% |
| FAITH HOLDINGS (GREP OWNING/VOTING), LLC | Domestic Entity | GREYSTAR REAL ESTATE PARTNERS, LLC | OWNER | 12/2022 | > 75% |
| Marshall, Jeannette, Anne | Individual | – | SENIOR MANAGING DIRECTOR, INVESTMENT LEGAL & COMPLIANCE, AND CHIEF COMPLIANCE OFFICER | 03/2021 | < 5% |
| DONA, ANTHONY, WAYNE | Individual | – | EXECUTIVE DIRECTOR | 06/2021 | < 5% |
| HAGER, MARY, MENEFEE | Individual | – | EXECUTIVE DIRECTOR | 06/2021 | < 5% |
| ROBERT A. FAITH REVOCABLE TRUST | Domestic Entity | FAITH FAMILY HOLDINGS, LP | OWNER | 12/2017 | > 75% |
| Harmon, Karen, Merriwether | Individual | – | MANAGING DIRECTOR AND VICE PRESIDENT | 02/2023 | < 5% |