Greystar Investment Group, LLC (Charleston)

Greystar Investment Group provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Greystar Investment Group: assets under management

The assets under management (AUM) of Greystar Investment Group, LLC is $14.58 billion. The firm's AUM has grown by 643% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $14.37 billion in discretionary accounts and $215.33 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.11 billion each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $35.89 million.

Greystar Investment Group has custody of $160.25 million in cash and securities for 9 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Greystar Investment Group, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Greystar Investment Group serves?

The only and largest group of clients of Greystar Investment Group is pooled investment vehicles with 19 clients and $14.58 billion of assets under management. Among the 7 most similar advisory firms, Greystar Investment Group has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $14.58 billion for 19 clients. None of the firm’s clients are foreign persons or businesses.

Greystar Investment Group also advises several private funds. Namely, two real estate funds. The minimum investment commitment required of non-related persons ranges from $30,000 to $50,000.

Careers at Greystar Investment Group, LLC

The company employs 428 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 6 indirect owners.

Based in Charleston

The principal office where Greystar Investment Group, LLC performs its advisory services is located at 465 Meeting Street, Charleston, SC 29403, which is also the mailing address of the firm. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 843-579-9400 or by fax 843-579-9420. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at greystar.com.

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