# GrayChase Wealth Advisory

GrayChase Wealth Advisory is an Asset Manager based in San Antonio, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** San Antonio, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** graychase.com

## Regulatory record

- **CRD number:** 340511
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340511

## About

GRAYCHASE WEALTH ADVISORY LLC is a state-registered investment adviser in SAN ANTONIO, TX. It has 1 employee and 1 investment adviser. The firm is based in Texas.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Private Equity

## People

- Carlos A. Rodriguez — Chief Executive Officer & Chief Investment Officer
- Julio C. Villar — Managing Director, Head of Client Solutions

## Questions

### Who runs investment decisions at GrayChase?

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.

### How does GrayChase source its real estate deals?

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.

### Does GrayChase participate in fund commitments or only direct deals?

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.

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Last updated: 2026-06-03T20:00:00.000Z

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