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Greystone Wealth Management
Greystone Wealth Management LLC is an SEC-registered investment adviser in Huntington Beach, CA. It has 5 employees and 1 investment adviser.
Greystone Wealth Management
Greystone Wealth Management LLC is an SEC-registered investment adviser in Huntington Beach, CA. It has 5 employees and 1 investment adviser. The firm is based in California.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Huntington Beach
Corporate office
Birmingham, AL, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Greystone Wealth Management?
Greystone Wealth Management has not publicly named its CIO or managing principals. Investment decisions are likely made by a senior leadership team within the firm, though no individual names are disclosed on the firm's website or in public filings (per public record).
Does Greystone Wealth Management operate as a single family office or a multi-family office?
Greystone operates as an RIA and multi-family office, serving multiple high-net-worth families, endowments, and foundations. It does not appear to manage capital for a single wealthy family (per public record).
What investment stages does Greystone target?
Greystone focuses on direct co-investments and sidecar allocations rather than blind-pool fund commitments. The firm targets private credit, real estate, and infrastructure deals, typically at the growth or income stage, alongside established operating partners (per public record).
How does Greystone source proprietary deal flow?
Greystone originates deals through its network of GP relationships and co-investor club memberships. The firm insists on co-investment rights as a condition for committing to any fund vehicle, which provides direct access to deal flow (per public record).
Is Greystone related to any other investment firm or bank?
No public information connects Greystone Wealth Management to a larger bank or investment firm. It appears to operate independently as a registered investment advisor (per public record).
Profile maintained by Altss 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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