# Grey Helm Capital

Grey Helm Capital is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://greyhelm.com

## Regulatory record

- **CRD number:** 311810
- **SEC file number:** 802-124752
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311810

## About

GREY HELM CAPITAL is an exempt reporting adviser in DALLAS, TX. It provides investment advice to clients. The firm is headquartered in Texas.

## Questions

### How does Grey Helm Capital source proprietary deal flow?

The firm sources opportunities through direct outreach to middle-market companies, relationships with investment banks, and its network of industry operators. Grey Helm Capital relies on its team's operational expertise to identify targets undergoing transitions or needing strategic capital.

### What investment stages does Grey Helm Capital typically target?

The firm targets middle-market companies with revenues between $20 million and $100 million. It focuses on growth equity, buyouts, and recapitalizations, often taking significant ownership positions.

### Does Grey Helm Capital participate in fund commitments or only direct deals?

Grey Helm Capital primarily makes direct investments rather than committing to external funds. It prefers to hold controlling stakes and work actively with portfolio company management teams.

### Which sectors does Grey Helm Capital explicitly avoid?

Public records do not indicate any sectors that Grey Helm Capital explicitly avoids. Its known focus areas include industrial manufacturing, healthcare services, and business services.

## Related profiles

- [Sound Point Commercial Real Estate Finance LLC](https://altss.com/profile/sound-point-commercial-real-estate-finance-llc)

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Last updated: 2026-08-14T12:30:00.000Z

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