Greybull Partners LLC (Atlanta)

Greybull Partners LLC is a related adviser based in Atlanta. It manages $1.45 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Georgia.

Greybull Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Greybull Partners: assets under management

The assets under management (AUM) of Greybull Partners LLC is $1.45 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.45 million each.

Investments

The firm invests in other assets the most. They account for 39% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 21% of the firm’s portfolio. Investments in cash and cash equivalents form 21% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Greybull Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Greybull Partners serves?

The only and largest group of clients of Greybull Partners is corporations or other businesses with 1 clients and $1.45 million of assets under management. Among the 0 most similar advisory firms, Greybull Partners has the 0th lowest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $1.45 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Greybull Partners also advises several private funds.

Careers at Greybull Partners LLC

The company employs 10 people that are either part- or full-time employees. 30 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peloton Llc	Member	1 Aug 2003	75% - 100%	200167016
Llc Westchester Limited	Member	1 Aug 2003	25% - 50%	582428632
James Macon Wilson	Chief compliance officer	1 Aug 2003	Other	4379265
Llc Ep Partners Pool	Member	1 Aug 2003	Other	00-0000000
Llc Earnest Holdings	Member	1 Aug 2003	25% - 50%	582428632
John George Whitmore	Chief operating officer	1 Jun 2005	Other	5124339
Carsten Joachim Fiege	General counsel	1 May 2015	Other	5985917

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Paul Ernest Viera	Manager	1 Dec 1997	Other	1190111
Lp Bronfman Associates Ii	Member	1 Dec 1997	Other	13-4038685
Llc Earnest Partners Management Pool	Member	1 Dec 1997	Other	13-4038685
Paul Ernest Viera	Manager	1 Aug 2003	Other	1190111
Dan Ray Royer	Member	1 Aug 2003	75% - 100%	4706999
Paul Ernest Viera	Trustee	1 Apr 2014	Other	1190111
Pev Trust	Member	1 Apr 2014	75% - 100%	47-6917065

Based in Atlanta

The principal office where Greybull Partners LLC performs its advisory services is located at 1180 Peachtree Street, Ne, Atlanta, GA 30309, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-815-8772 or by fax 404-815-8948. The normal business hours are 8:30 am-5:00 pm on Monday - Friday.