# Greystone Capital Management

Greystone Capital Management is an Asset Manager based in Boca Raton, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Boca Raton, United States
- **Region:** North America
- **Address:** Boca Raton, FL, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** greystonecapitalmanagement.com

## Regulatory record

- **CRD number:** 305913
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305913

## About

Greystone is a real estate finance and investment company offering a full range of commercial real estate finance solutions for projects large and small across the country. Its creative capital solutions have been refined for over 35 years. It is a top commercial FHA, Fannie Mae and Freddie Mac lender, with $13B in loans originated in 2025 and a $100B primary and special loan servicing portfolio.

## Sectors

- Diversified Industrials
- Consumer Products
- Healthcare Services
- Specialty Chemicals
- Financial Services

## People

- Jeffrey S. Bornstein — President and Chief Investment Officer

## Questions

### Who runs investment decisions at Greystone Capital Management?

Jeffrey S. Bornstein is the President and Chief Investment Officer and has run the firm's investment strategy since its founding in 1998. He is the sole portfolio manager and makes all final capital allocation decisions. His public letters and interviews indicate a deeply research-intensive, conviction-weighted approach rather than a committee-driven one.

### What is Greystone's investment mandate and sector focus?

Greystone pursues a long-only, concentrated value strategy focused on small- and micro-cap public equities in North America. The firm has historically held positions across diversified industrials, consumer products, specialty chemicals, healthcare services and regional banking. Bornstein targets companies with strong balance sheets, high insider ownership, and durable free cash flow.

### Is Greystone open to external investors, and what is its structure?

Greystone accepts external capital through a partnership structure, but the firm does not actively market itself through a broad institutional distribution network. Bornstein's quarterly letters serve as the primary communication channel with existing and prospective limited partners. The firm does not operate as a mutual fund or ETF.

### How does Greystone source its investment ideas?

Greystone's idea generation relies on bottom-up fundamental research — screening for balance-sheet strength, insider buying, corporate spinoffs, and post-reorganization equities. Bornstein has publicly emphasized screening for companies that are underfollowed by sell-side analysts, particularly in the micro-cap universe below $500 million in market capitalization.

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Last updated: 2026-08-11T15:06:57.816Z

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