Greystar Investment Group, LLC (Charleston)


Greystar Investment Group, LLC is a large advisory firm based in Charleston. It manages $14.58 billion of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, New York, South Carolina, Tennessee, and Texas.

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. The adviser charges an additional fee when a set benchmark is outperformed. 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


Name Entity Date acquired Ownership Employer ID
Robert Alan Faith President of greystar investment group, llc 1 Jun 2002 Other 4506262
William Chappell Maddux Vice president of greystar investment group, llc 1 Jun 2002 Other 4506264
J. Derek Ramsey Vice president of greystar investment group, llc 1 Jun 2002 Other 6115431
Llc Greystar Real Estate Partners Sole member of greystar investment group, llc 1 Jun 2002 75% - 100% 36-3890381
James Derek Ramsey Vice president of greystar investment group, llc 1 Jun 2002 Other 6115431
Alan Joshua Carper Executive director and vice president 1 Jul 2008 Other 6144159
Llc Greystar Investment Group Managing member of greystar multifamily gp vii, llc ("relying adviser") 1 Jun 2009 75% - 100% 04-3679677
Scott C. Wise Vice president of greystar investment group, llc 1 Jan 2011 Other 6130782
Scott Cameron Wise Vice president of greystar investment group, llc 1 Jan 2011 Other 6130782
Llc Greystar Investment Group Sole member of greystar management vii, llc ("relying adviser") 1 Apr 2011 75% - 100% 04-3679677
Robert Alan Faith President of greystar management vii, llc ("relying adviser") 1 Apr 2011 Other 4506262
William Chappell Maddux Vice president of greystar management vii, llc ("relying adviser") 1 Apr 2011 Other 4506264
J. Derek Ramsey Vice president of greystar management vii, llc ("relying adviser") 1 Apr 2011 Other 6115431
Joshua Carper Vice president of greystar management vii, llc ("relying adviser") 1 Apr 2011 Other 6144159
Wes Fuller Vice president of greystar management vii, llc ("relying adviser") 1 Apr 2011 Other 6243498
Jennifer Anne Cobb Chief compliance officer and vice president of greystar investment group, llc 1 Nov 2012 Other 6121636
Wesley Hamilton Fuller Executive managing director and vice president 1 Nov 2012 Other 6243498
Llc Greystar Investment Group Manager and sole member of greystar portfolio investors, llc (relying adviser) 1 Jan 2013 75% - 100% 160665
Robert Alan Faith President of greystar portfolio investor, llc (relying adviser) 1 Jan 2013 Other 4506262
William Chappell Maddux Vice president of greystar portfolio investor, llc (relying adviser) 1 Jan 2013 Other 4506264
J. Derek Ramsey Vice president of greystar portfolio investor, llc (relying adviser) 1 Jan 2013 Other 6115431
Wes Fuller Vice president of greystar portfolio investor, llc (relying adviser) 1 Jan 2013 Other 6243498
Joshua Carper Vice president of greystar portfolio investor, llc (relying adviser) 1 Jan 2013 Other 6144159
Joshua Allen Carper Vice president of greystar portfolio investors, llc (relying adviser) 1 Jan 2013 Other 6144159
Wesley Hamilton Fuller Vice president of greystar portfolio investors, llc (relying adviser) 1 Jan 2013 Other 6243498
James Derek Ramsey Vice president of greystar portfolio investors, llc (relying adviser) 1 Jan 2013 Other 6115431
Llc Greystar Investment Group Managing member of greystar multifamily gp viii, llc ("relying adviser") 1 May 2013 75% - 100% 36-3890381
Greystar Development Llc Manager and sole member of greystar gdcv gp, llc (relying adviser) 1 May 2013 75% - 100% 45-1618252
Robert Alan Faith President of greystar gdcv gp, llc (relying adviser) 1 May 2013 Other 4506262
J. Derek Ramsey Vice president of gdcv gp, llc (relying adviser) 1 May 2013 Other 6115431
Scott C. Wise Vice president of gdcv gp, llc (relying adviser) 1 May 2013 Other 6130782
Cliff Nash Vice president of gdcv gp, llc (relying adviser) 1 May 2013 Other 6353866
Clifford Williams Nash Vice president of greystar gdcv gp, llc (relying adviser) 1 May 2013 Other 6353866
Scott Cameron Wise Vice president of greystar gdcv gp, llc (relying adviser) 1 May 2013 Other 6130782
James Derek Ramsey Vice president of greystar gdcv gp, llc (relying adviser) 1 May 2013 Other 6115431
Llc Greystar Investment Group Sole member of greystar management viii, llc ("relying adviser") 1 Jul 2013 75% - 100% 04-3679677
Robert Alan Faith President of greystar management viii, llc ("relying adviser") 1 Jul 2013 Other 4506262
William Chappell Maddux Vice president of greystar management viii, llc ("relying adviser") 1 Jul 2013 Other 4506264
J. Derek Ramsey Vice president of greystar management viii, llc ("relying adviser") 1 Jul 2013 Other 6115431
Joshua Carper Vice president of greystar management viii, llc ("relying adviser") 1 Jul 2013 Other 6144159
Wes Fuller Vice president of greystar management viii, llc ("relying adviser") 1 Jul 2013 Other 6243498
Wesley Hamilton Fuller Vice president of greystar management viii, llc ("relying adviser") 1 Jul 2013 Other 6243498
Joshua Allen Carper Vice president of greystar management viii, llc ("relying adviser") 1 Jul 2013 Other 6144159
James Derek Ramsey Vice president of greystar management viii, llc ("relying adviser") 1 Jul 2013 Other 6115431
Llc Blount Street Investment Series Greystar Development Manager and member of gs blount street holdings, llc (relying adviser) 1 Sep 2013 Other 46-3688003
Robert Alan Faith President of gs blount street holdings, l.l.c. (relying adviser) 1 Sep 2013 Other 4506262
William Chappell Maddux Vice president of gs blount street holdings, l.l.c. (relying adviser) 1 Sep 2013 Other 4506264
J. Derek Ramsey Vice president of gs blount street holdings, l.l.c. (relying adviser) 1 Sep 2013 Other 6115431
Scott C. Wise Vice president of gs blount street holdings, l.l.c. (relying adviser) 1 Sep 2013 Other 6130782
Cliff Nash Vice president of gs blount street holdings, l.l.c. (relying adviser) 1 Sep 2013 Other 6353866
Greystar Development Llc Manager and sole member of greystar gdcv gp ii, llc (relying adviser) 1 Sep 2014 75% - 100% 45-1618252
Robert Alan Faith President of greystar gdcv gp ii, llc (relying adviser) 1 Sep 2014 Other 4506262
J. Derek Ramsey Vice president of greystar gdcv gp ii, llc (relying adviser) 1 Sep 2014 Other 6115431
Scott C. Wise Vice president of greystar gdcv gp ii, llc (relying adviser) 1 Sep 2014 Other 6130782
Cliff Nash Vice president of greystar gdcv gp ii, llc (relying adviser) 1 Sep 2014 Other 6353866
William Chappell Maddux Vice president of greystar gugv gp, llc (relying adviser) 1 Sep 2014 Other 4506264
Christopher Jon Macnaughton Vice president of greystar gugv gp, llc (relying adviser) 1 Sep 2014 Other 6473331
Clifford Williams Nash Vice president of greystar gugv gp, llc (relying adviser) 1 Sep 2014 Other 6353866
Scott Cameron Wise Vice president of greystar gugv gp, llc (relying adviser) 1 Sep 2014 Other 6130782
James Derek Ramsey Vice president of greystar gugv gp, llc (relying adviser) 1 Sep 2014 Other 6115431
Wesley Hamilton Fuller Vice president of greystar management ix, llc ("relying adviser") 1 Nov 2015 Other 6243498
Joshua Allen Carper Vice president of greystar management ix, llc ("relying adviser") 1 Nov 2015 Other 6144159
James Derek Ramsey Vice president of greystar management ix, llc ("relying adviser") 1 Nov 2015 Other 6115431
William Chappell Maddux Vice president of greystar management ix, llc ("relying adviser") 1 Nov 2015 Other 4506264
Robert Alan Faith President of greystar management ix, llc ("relying adviser") 1 Nov 2015 Other 4506262
Llc Greystar Investment Group Sole member of greystar management ix, llc ("relying adviser") 1 Nov 2015 75% - 100% 36-3890381
J. Derek Ramsey Vice president of greystar management ix, llc ("relying adviser") 1 Nov 2015 Other 6115431
Joshua Carper Vice president of greystar management ix, llc ("relying adviser") 1 Nov 2015 Other 6144159
Wes Fuller Vice president of greystar management ix, llc ("relying adviser") 1 Nov 2015 Other 6243498
Kevin Allen Kaberna Executive director 1 Mar 2017 Other 6837336
Christopher Jon Macnaughton Senior managing director 1 May 2017 Other 6473331
William Chappell Maddux Vice president of greystar growth and income gp, llc ("relying adviser") 1 Jul 2017 Other 4506264
James Derek Ramsey Vice president of greystar growth and income gp, llc ("relying adviser") 1 Jul 2017 Other 6115431
Joshua Allen Carper Vice president of greystar growth and income gp, llc ("relying adviser") 1 Jul 2017 Other 6144159
Robert Alan Faith President of greystar growth and income gp, llc ("relying adviser") 1 Jul 2017 Other 4506262
Kevin Allen Kaberna Vice president of greystar growth and income gp, llc ("relying adviser") 1 Jul 2017 Other 6837336
Llc Greystar Investment Group Sole member of greystar growth and income management, llc ("relying adviser") 1 Jul 2017 75% - 100% 36-3890381

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Robert Alan Faith Limited partner 1 Jan 2000 75% - 100% 4506262
Llc Raf Holdings General partner 1 Jan 2000 Other 45-5615525
Robert Alan Faith Manager 1 Jun 2001 Other 4506262
Lp Faith Family Holdings Class a member 1 Jun 2001 50% - 75% 76-0648142
Robert Alan Faith Sole member 1 Jun 2012 75% - 100% 4506262
Llc Greystar Investment Group Member and manager 1 Sep 2013 25% - 50% 160665

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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