Graysbrook Investment Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Graysbrook Investment Partners provides fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations and business entities, and the brochure indicates it will also manage institutional accounts. The firm was formed in March 2026 and, as of the brochure date, had no clients or assets under management.
The firm describes a tactical allocation strategy supported by fundamental analysis and custom portfolio construction, primarily using exchange-traded equities, corporate and government debt, and mutual funds, with client-imposed restrictions accommodated. Graysbrook implements both long- and short-term trading approaches and may use short sales, margin and cash positions as hedges, adjusting strategies to client objectives and risk tolerance.
Noteworthy for a newly formed adviser without active SEC-registered advisors, the firm’s stated intent to serve both individual and institutional clients is uncommon among peers in this category. The brochure also specifies that Graysbrook does not act as a private fund adviser, operates on a discretionary, fee-based basis, and does not impose an account minimum, which distinguishes its client-access and business model from many similar firms.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Fee-only: Annual management fee based on assets under management with tiered rates as above; fees may be negotiated at Advisor's discretion
Main office
3801 Pga Blvd., Suite 600
Palm Beach Gardens FL 33410
Advisors at this office
1
Most active in
Florida
Also doing business as
Graysbrook Investment Partners · Graysbrook Investment Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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