Greyfield Capital Management provides investment advice on a discretionary basis to individuals, trusts, and charities. Greyfield seeks annual returns exceeding buy-and-hold strategies by purchasing selected equity and debt securities, including those of financially distressed companies. Clients cannot generally impose restrictions on investments.
Assets Under Management$16M
Clients18
Advisors1
Avg. per Client$890K
Avg. per Advisor$16M
Fee Structure
Investment management only (planning not offered)
Greyfield Capital Management charges an investment advisory fee less than or equal to 2% of the value of your portfolio annually. The specific fee depends on factors like the legal and tax status, size of the account, and complexity of the investment strategies. Fees are negotiable. Refer to your Investment Advisory Agreement for complete details.
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