Greystone Capital Management manages investments using a long-only, equity-focused strategy. The firm focuses on identifying undervalued small and microcap stocks to build a concentrated portfolio. Greystone aims to be transparent with clients about its investments and be invested alongside them. The firm does not tailor its services to individual needs and is only suitable for clients interested in their specific investment strategy.
Assets Under Management$3M
Clients28
Advisors1
Avg. per Client$110K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
For qualified clients, Adviser additionally charges a performance fee of 20% above a 5% high water mark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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