Greystone Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,535,824
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
13
85% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
TypicalAverage account size
$195,063
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
Portfolio management
Expertise
Active portfolio management
Fee options
1.5% annually
20% of capital gains above a 5% high water mark for qualified clients
Account minimum: $100,000
Main office location
Greystone Capital Management
West Chester PA, United States
Number of offices
2
Most active in
Greystone Capital Management has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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