Gray Oak Capital Management provides investment management services, primarily managing a private fund. They invest in publicly traded equities and listed derivatives, focusing on arbitrage trades. Investment guidelines can be customized for individual clients, but not for those investing in the fund. The firm utilizes strategies like risk reversals, conversion trades, and securities lending to generate returns.
Assets Under Management$50M
Clients1
Advisors2
Avg. per Client$50M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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