GrayChase Wealth Advisory

Carlos A. Rodriguez serves as both Chief Executive Officer and Chief Investment Officer, concentrating investment authority in a single decision-maker. This is a standard structure for multi-family offices with a concentrated client base, where bespoke deal execution and legal structuring outweigh the need for a broad investment committee. Rodriguez has led the firm since its founding in 2011.

GrayChase syndicates real estate directly rather than allocating to external real estate fund managers. The firm focuses on multifamily, industrial, and self-storage assets primarily in Florida and the Southeastern United States. Sourcing relies on a relationship network with regional developers, brokers, and banks, aligning with the firm's role as an active transaction participant rather than a passive allocator in the asset class.

GrayChase operates as a multi-family office, pooling capital from a concentrated group of high-net-worth families. The firm is registered as an investment advisor and structures each family relationship independently, with legal entities designed to fit the specific cross-border requirements of families from distinct jurisdictions in Latin America.

The firm's client base consists predominantly of families from Venezuela, Colombia, and Brazil, though GrayChase does not publicly identify individual families or the specific industries that generated their wealth. The founding timing in 2011 and the Miami location position the firm within the broader wave of Latin American capital migrating to US assets during a period of political instability and currency devaluation across the region.

GrayChase does both. The firm acts as a direct syndicator for its real estate and private credit allocations, creating the investment structures. For private equity and hedge fund exposure, it operates a fund-of-funds approach, selecting external managers for its clients. The direct deals provide jurisdictional control; the fund commitments provide diversification beyond the firm's in-house sourcing capacity.