A complete list of active advisors currently associated with Greyfield Capital Management LLC

Warmer can help you find a great advisor at Greyfield Capital Management LLC or one who fits your needs even better.

The firm provides discretionary portfolio management to individuals, trusts, and charitable organizations, advising on both equity and fixed‑income holdings including investments in financially distressed companies. As of December 31, 2025 the brochure reports $22,254,453 in discretionary assets under management across a limited client base. Its investment process combines machine learning applied to historical financial‑statement data to produce earnings and valuation estimates with subsequent fundamental due diligence to verify data and assess qualitative risks. Portfolios are typically concentrated, unlevered, and managed with low turnover, and are tailored to each client through a Statement of Investment Policy that sets maximum acceptable drawdown and drawdown duration to guide position sizing and risk. Noteworthy features for a small, state‑registered independent adviser include the firm’s disclosure of performance‑related information in its brochure (for example reporting AUM growth from $13.1 million to $22.3 million) and its explicit acceptance of charitable organization clients. The combination of a quantitative, feature‑engineering machine‑learning process with traditional qualitative review, a willingness to invest across countries and in distressed situations, and operational choices such as not charging performance‑based fees and not voting client proxies distinguish its model from many peers.

To learn more about the advisors currently working at Greyfield Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.