Grey Owl Capital Management is an investment advisory firm founded in 2009 and based in Arlington, Virginia. Led by C. Eric Brugel and Jeffery Erber, the firm offers ongoing investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Grey Owl utilizes a go-anywhere, opportunity-driven investment process focused on capital appreciation across multiple asset classes, including mutual funds, exchange-traded funds, individual debt and equity securities, and options. Portfolios are customized based on each client's risk tolerance, time horizon, and specific goals, combining growth and value management styles for equity securities. Grey Owl operates on a discretionary basis, meaning the firm makes trades on behalf of clients without needing prior approval for each individual transaction.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are individually negotiated and can be reduced from the maximum at Grey Owl Capital Management's discretion based on the nature and complexity of the relationship. The minimum fee rate for accounts over $5M is 0.5%.