Greystone Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,535,824
Clients
13
Advisors
1
of 1 employees
About
Greystone Capital Management serves individuals (including high-net-worth clients), trusts, estates, business entities, charitable organizations and family offices, providing discretionary investment management focused on long-only equity portfolios. The firm concentrates on managing small- and micro-capitalization stocks through a fundamental research process and does not participate in wrap-fee programs.
Greystone’s investment approach centers on high-conviction, concentrated positions that it intends to hold for the long term until perceived mispricings correct, emphasizing transparency and co-investment by the adviser. The firm does not tailor its strategy to individual client needs, so it is positioned for clients who seek exposure to a single, research-driven small-cap strategy and are prepared for concentrated equity risk.
What distinguishes Greystone from many peers is its use of performance-based compensation for qualified clients under Rule 205‑3 and the attendant side‑by‑side management disclosures and mitigations the firm describes. It is also notable that the firm accepts corporate/business clients and pension or profit-sharing plan clients in addition to individual investors, an uncommon client mix for firms of this type and size.
Client services
Expertise
Fee options
1.5% annually
20% of capital gains above a 5% high water mark for qualified clients
Account minimum: $100,000
Main office
West Chester PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Greystone Capital Management · Greystone Capital Management 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)