Multi-Family OfficeRIA · CRD 311491SEC-Registered

Updated:

Grey Rhodes Advisors

GREY RHODES ADVISORS, LLC is an SEC-registered investment adviser in PALM BEACH GARDS, FL. The firm manages $44 million in regulatory assets.

Grey Rhodes Advisors

GREY RHODES ADVISORS, LLC is an SEC-registered investment adviser in PALM BEACH GARDS, FL. The firm manages $44 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Year founded

2014

AUM

<$500M (Altss estimate)

Location

Region

North America

Country

United States

City

Palm Beach Gardens

Corporate office

New York, NY, United States

Principals

Marc Mezvinsky

Co-Founder and Managing Partner

Jack Czarnota

Co-Founder and Managing Partner

Sector focus

FinTechEnterprise SoftwareDigital HealthConsumer

Frequently asked questions

Who makes investment decisions at Grey Rhodes Advisors?

Marc Mezvinsky and Jack Czarnota, the firm's co-founders and managing partners, lead all investment decisions. Mezvinsky previously worked at Goldman Sachs and 3G Capital, while Czarnota was a managing director at One Equity Partners. The firm's small team structure means both partners remain directly involved in sourcing and underwriting every commitment.

Does Grey Rhodes invest directly or through fund commitments?

Grey Rhodes emphasizes direct co-investments over blind-pool fund commitments. The firm typically participates in growth-stage and late-stage venture rounds alongside established institutional sponsors. It will make selective fund commitments when a manager relationship offers follow-on co-investment rights.

What investment stages does Grey Rhodes target?

The firm focuses primarily on growth equity and late-stage venture rounds where companies are generating meaningful revenue and the path to liquidity is reasonably defined. It has participated in Series C through pre-IPO rounds alongside firms such as General Catalyst, Ribbit Capital, and Founders Fund.

Which sectors does Grey Rhodes explicitly invest in?

Grey Rhodes has deployed capital across FinTech, enterprise software, digital health, and consumer technology. The firm has not publicly identified any sector it categorically excludes, though its deal-by-deal underwriting approach means sector exposure shifts with opportunity.

How large is Grey Rhodes Advisors?

Grey Rhodes does not publicly disclose assets under management. Based on its known deal activity, team size reported in business records at fewer than 10 professionals, and client count, total assets are estimated below $500 million (Altss estimate). The firm serves a small number of ultra-high-net-worth families.

Is Grey Rhodes a single-family office or a multi-family office?

Grey Rhodes is structured as a multi-family office. It serves several ultra-high-net-worth families, pooling their capital for direct co-investments while maintaining separate accounts for personalized wealth advisory. The firm's legal filings consistently identify it as an investment adviser to multiple families.

Does Marc Mezvinsky's public profile affect Grey Rhodes' investment operations?

While Mezvinsky's family background and marriage to Chelsea Clinton draw occasional press coverage, Grey Rhodes maintains strict operational separation between principals' public affiliations and investment decisions. There is no evidence the firm has received preferential deal access through political connections, and the firm's investment track record stands independently.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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