Greyfox Investors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
GreyFox Investors LLC provides discretionary portfolio management and asset-allocation services focused on U.S. equities for individual clients and certain qualified entities, with a client roster that is small and concentrated (roughly $1.6 million in AUM across a limited number of accounts). The firm generally bills on a percentage-of-AUM basis and reports working primarily with non-high-net-worth individual clients rather than a typical HNW clientele.
The firm’s investment process combines a quantitative, factor-driven relative-value model with sector-by-sector stock selection and fundamental research, using optimization and multi-factor risk models to construct sector-neutral, fully invested, medium-to-long-term equity portfolios. Strategies are long-only (the firm has discontinued short-equity approaches), and GreyFox also offers, where negotiated for qualified clients, a tailored speculative approach that includes a performance-based fee component.
Distinctive features include the availability of performance-based fees — an uncommon practice among firms in this category — and an atypical client mix that does not emphasize high-net-worth households. Together with its small scale and negotiable fee arrangements, these elements suggest a boutique adviser model that can customize fee structures and selectivity of strategies for individual client circumstances.
Client services
Expertise
Fee options
$0 - $1 million: 1.00% annually $1 million - $3 million: 0.85% annually $3 million+: 0.75% annually
$200 per hour
0.4% of AUM plus 20% of unrealized gains annually (where negotiated)
Account minimum: $100,000
Main office
Ventura CA
Advisors at this office
2
Most active in
California
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
Advisors at this firm
Matthew S
Series 63, Series 65
Ventura, CA
Greyfox Investors LLC
Matthew Spille is a financial advisor at Greyfox Investors LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Greyfox Investors since 2021. Outside of his advisory role, he manages a small property management business independently. Greyfox Investors LLC provides discretionary portfolio management and asset allocation services focused on U.S. equities for individual clients and certain qualified entities. The firm employs a quantitative, factor-driven investment process to construct sector-neutral, fully invested, medium-to-long-term equity portfolios and offers tailored strategies with negotiable fee arrangements.
Nathan W
Series 65
Ventura, CA
Greyfox Investors LLC
Nathan Wallace is a financial advisor at Greyfox Investors LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Greyfox Investors since 2013, with prior experience at Grasswood Partners and Savvy Advisors, Inc. Greyfox Investors LLC provides discretionary portfolio management and asset allocation services focused on U.S. equities for individual clients and certain qualified entities. The firm employs a quantitative, factor-driven investment process combined with fundamental research to construct sector-neutral, long-only equity portfolios and offers customizable fee arrangements including performance-based fees.
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