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.
Greyfield provides discretionary investment management to individuals, trusts, and charitable organizations. It manages portfolios of domestic and foreign equity and fixed‑income securities — including positions in financially distressed companies — and tailors each engagement through a written Statement of Investment Policy that sets client-specific drawdown limits and other restrictions. The firm’s investment process combines machine‑learning models trained on historical financial‑statement data to rank companies with subsequent fundamental due diligence to identify model blind spots and risks. Portfolios are typically concentrated, low‑turnover, and unleveraged, and are constructed across market capitalizations and countries with an objective of seeking returns substantially in excess of buy‑and‑hold strategies. Relative to many solo independent advisers, the brochure highlights service to charitable clients and discloses recent asset growth (reporting AUM rising from $14.3 million at year‑end 2024 to $22.3 million at year‑end 2025) and a detailed quantitative methodology. The firm also uses two custodians, permits client‑imposed investment restrictions, deducts fees through custodians under stated safeguards, and breaks orders by account rather than aggregating them.
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.
Name |
Location |
Years of experience |
|---|---|---|
San Marino, CA
| 7
|
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