Greystone Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,614,876
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
13
85% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$201,144
About
The firm provides discretionary investment management to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, family offices, and also accepts corporate and pension/profit‑sharing plan clients. It runs a concentrated, long‑only equity strategy focused on micro‑ and small‑capitalization stocks and reports roughly $3.08 million in discretionary assets across about 25 client relationships.
The adviser’s process is rooted in fundamental research and a value‑oriented approach that seeks mispriced, under‑followed small companies and holds concentrated positions for multi‑year horizons, with an emphasis on patience and incremental improvement. The strategy is not tailored to individual circumstances, and the firm says it remains invested alongside clients and provides transparency into its portfolio holdings.
Notable distinctions include the firm’s use of performance‑based fees for qualified clients and its combination of an explicitly concentrated micro/small‑cap mandate with an uncommon client mix that includes business and retirement plan clients. The brochure discloses potential conflicts from side‑by‑side management and personal trading and describes policies and disclosures intended to address those conflicts.
Client services
Portfolio management
Expertise
Concentrated stock management
Fee options
1.5% annually
20% performance fee above a 5% high water mark for qualified clients
Account minimum: $100,000
Main office location
Greystone Capital Management
West Chester PA, United States
Number of offices
2
Most active in
Greystone Capital Management has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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 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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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
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