Graybridge Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$700,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
14
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
14
Average account size
$50,000
About
Graybridge LLC dba Graybridge Capital is a state-registered investment adviser that provides discretionary asset management to individuals and high‑net‑worth clients, managing approximately $700,000 in discretionary assets across 14 client accounts. The firm documents client goals and constructs investment strategies based on each client’s objectives, time horizon and risk tolerance, and operates under signed discretionary authority to execute portfolio transactions.
Graybridge uses a mix of fundamental, technical, charting, cyclical and quantitative analysis and states that portfolios are monitored continuously via proprietary algorithms that are manually reviewed, with typical rebalancing on a monthly basis. Investment recommendations and account construction are customized during onboarding and may include the use of margin when deemed suitable for a client’s circumstances.
Noteworthy disclosures include an affiliated outside business: the managing member is a licensed real estate broker affiliated with Realty Executives and spends about one‑third of his time on real estate activities, with the brochure stating clients are not solicited for those services. The firm also discloses it maintains a proprietary trading account and has written personal‑trading policies and routine compliance reviews to mitigate conflicts when affiliated persons’ transactions occur alongside client trades.
Client services
Portfolio management
Expertise
Real estate investing
Fee options
1.2% annually
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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