Investment adviser · CRD 315480
GREYFELL CAPITAL MANAGEMENT
Investment adviser filing (IA)
GREYFELL CAPITAL MANAGEMENT LLC
TAMPA, FL, United States · Form ADV filed Mar 27, 2023
- Regulatory AUM
- $1B Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | Fewer than 5 | $1,000,000,000 | 100.0% |
Filing source
Form ADV 1732319 · Mar 27, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2023. View historical filings
Reported services
Business portfolio management
Compensation
Fixed
Principal office
100 SOUTH ASHLEY DRIVE, SUITE 1130TAMPA, FL, 33602, United States
CRD 315480
Filing source
Form ADV 1732319 · Mar 27, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.