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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10bsuccession filed

GREYCOURT & CO., INC.

GREYCOURT LLC, CRD 111936

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:1cae4aad-8031-bddf-2922-48fb7d3625e3

Data as of Aug 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 10
On other graphs: 1
Observed: Mar 28, 2012 to Aug 4, 2026
38 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Greycourt & Co., Inc.

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.7 fund_share=0.0 institutional_share=0.3 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $6.6BItem 5.F on the latest filing (2026-08-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $84.5M
Private client RAUM: $4.6BderivedItem 5.D individuals plus high net worth individuals
Private client share: 70%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $6.6Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 37
Advisory employees: 19
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 44
Individual clients: 0
High net worth clients: 36
Custody, client assets: $0
SEC number: 801-60297
CRD: 111936
Filings on the tape: 38
First filed: Mar 28, 2012
Latest filed: Aug 4, 2026
Succeeded: GREYCOURT & CO., INC.CRD 111936
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GREGORY DYER CURTIS	n/a	PITTSBURGH, PA	30	33	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
GREYCOURT PARTNERS FUND NT	Other Private Fund	$54.1M	Mar 29, 2019	22	Mar 28, 2012	dropped	n/a
GREYCOURT PARTNERS FUND, L.P.	Other Private Fund	$8.3M	May 19, 2022	42	Mar 28, 2012	dropped	021-145203

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GRENDA, JILL, MARIE	CHIEF COMPLIANCE OFFICER	Na	yes	03/2022	Aug 4, 2026	Aug 4, 2026
GREYCOURT MANAGEMENT LLC	Owner	C	yes	07/2026	Aug 4, 2026	Aug 4, 2026
LITWIN, MATTHEW, DAVID	CHIEF EXECUTIVE OFFICER	B	yes	07/2021	Aug 4, 2026	Aug 4, 2026
MOYER, JEFFREY, EDWARD	MANAGING DIRECTOR	B	yes	01/2022	Aug 4, 2026	Aug 4, 2026
SHOUP, GRETCHEN, MARIE	CHIEF ADMINISTRATIVE OFFICER & MANAGING DIRECTOR	Na	yes	10/2014	Aug 4, 2026	Aug 4, 2026
WELLS, DAVID, CHRISTOPHER	PRESIDENT AND MANAGING DIRECTOR	B	yes	12/2024	Aug 4, 2026	Aug 4, 2026
ZEIGLER, JARED, JOHN-PAUL	MANAGING DIRECTOR	A	yes	01/2022	Aug 4, 2026	Aug 4, 2026
CURTIS, GREGORY, DYER	CHAIRMAN EMERITUS & MANAGING DIRECTOR	C	yes	07/2021	Mar 28, 2012	Apr 19, 2024
FRIEDMAN, GREGORY, RICHARD	CHAIRMAN OF THE BOARD & MANAGING DIRECTOR	B	yes	07/2021	Mar 28, 2012	Apr 19, 2024
FEINBERG, STEPHEN, L	Shareholder	A	no	03/1996	Mar 28, 2012	Apr 19, 2024
Friedman, Karen, Lynn	Shareholder	B	no	05/2015	May 19, 2022	Apr 19, 2024
LASKOW, MARK, JAMES	Shareholder	A	no	04/2022	Mar 28, 2012	Apr 19, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Portland	Or	United States	5	no
Nashville	Tn	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$6.6B	$84.5M	37	19	3	n/a	n/a
2024	Mar 25, 2025	$5.5B	$218M	39	20	3	n/a	n/a
2023	Mar 28, 2024	$5.1B	$201M	42	21	2	n/a	n/a
2022	Mar 28, 2023	$6.4B	$204M	43	19	1	n/a	n/a
2021	Mar 30, 2022	$6.3B	$255M	44	21	1	1	$8.3M
2020	Mar 31, 2021	$5.1B	$309M	40	20	1	1	$64.7M
2019	Mar 31, 2020	$5.0B	$753M	37	18	1	1	$146M
2018	Mar 29, 2019	$5.0B	$548M	39	19	3	2	$188M
2017	Mar 29, 2018	$5.0B	$743M	38	18	3	2	$213M
2016	Mar 30, 2017	$4.8B	$745M	36	18	n/a	2	$241M
2015	Mar 31, 2016	$4.7B	$696M	36	18	n/a	2	$268M
2014	Apr 1, 2015	$5.1B	$655M	36	17	n/a	2	$278M
2013	Apr 1, 2014	$4.6B	$353M	36	18	n/a	2	$223M
2012	Apr 2, 2013	$4.1B	$225M	38	18	n/a	2	$105M
2011	Mar 28, 2012	$3.9B	$229M	n/a	n/a	n/a	2	$67.4M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$6.6B	$5.5B	19.9%	$6.4B	1.1%	37	39	3	3

Relationships

Registered with (2)

← GREGORY DYER CURTISAdvisorregistration: current employment
May 17, 1996 to presentfactForm ADV
← ROY NICHOLAdvisorregistration: previous registration
May 13, 2004 to Jan 16, 2019factForm ADV

Owns (3)

← FEINBERG, STEPHEN, LOwnerSHAREHOLDER, ownership code A, individual
Mar 28, 2012 to Apr 19, 2024factForm ADV
← LASKOW, MARK, JAMESOwnerSHAREHOLDER, ownership code A, individual
Mar 28, 2012 to Apr 19, 2024factForm ADV
← Friedman, Karen, LynnOwnerSHAREHOLDER, ownership code B, individual
May 19, 2022 to Apr 19, 2024factForm ADV

Controls (5)

← FRIEDMAN, GREGORY, RICHARDOwnerCHAIRMAN OF THE BOARD & MANAGING DIRECTOR, ownership code B, individual
Mar 28, 2012 to Apr 19, 2024factForm ADV
← CURTIS, GREGORY, DYEROwnerCHAIRMAN EMERITUS & MANAGING DIRECTOR, ownership code C, individual
Mar 28, 2012 to Apr 19, 2024factForm ADV
← LITWIN, MATTHEW, DAVIDOwnerCHIEF EXECUTIVE OFFICER & MANAGING DIRECTOR, ownership code B, individual
Mar 31, 2021 to Apr 19, 2024factForm ADV
← GRENDA, JILL, MARIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2022 to Apr 19, 2024factForm ADV
← SHOUP, GRETCHEN, MARIEOwnerCHIEF OPERATING OFFICER & MANAGING DIRECTOR, ownership code NA, individual
Mar 28, 2012 to Apr 19, 2024factForm ADV

Advises (2)

→ GREYCOURT PARTNERS FUND, L.P.Private fundOther Private Fund, IA, no longer reported
Mar 28, 2012 to May 19, 2022factForm ADV
→ GREYCOURT PARTNERS FUND NTPrivate fundOther Private Fund, IA, no longer reported
Mar 28, 2012 to Mar 29, 2019factForm ADV

Dated events

Occurred
Aug 4, 2026
Succession filed (Item 4)
Greycourt & Co., Inc. reported succeeding to the business of Greycourt & Co., Inc. (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Control person left
Richard David Lovejoy (Managing Director) no longer on Schedule A of Greycourt & Co., Inc. (listed 2024-02-16, absent 2024-03-28)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Control person left
Alan Perry Lerner (Director & Shareholder) no longer on Schedule A of Greycourt & Co., Inc. (listed 2024-02-16, absent 2024-03-28)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Control person left
E. Mark Thomas (Chief Investment Officer & Managing Director) no longer on Schedule A of Greycourt & Co., Inc. (listed 2024-02-16, absent 2024-03-28)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Control person joined
Marie Jill Grenda (Chief Compliance Officer) appeared on Schedule A of Greycourt & Co., Inc.
Form ADVobserved 6 days ago
Occurred
Aug 17, 2021
Control person left
Edward James Foster (Chief Investment Officer & Managing Director) no longer on Schedule A of Greycourt & Co., Inc. (listed 2021-03-31, absent 2021-08-17)
Form ADVobserved 6 days ago
Occurred
Aug 17, 2021
Control person joined
E. Mark Thomas (Chief Investment Officer & Managing Director) appeared on Schedule A of Greycourt & Co., Inc.
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Control person joined
David Matthew Litwin (President & Managing Director) appeared on Schedule A of Greycourt & Co., Inc.
Form ADVobserved 6 days ago
Occurred
Mar 31, 2020
Control person left
James Mark Laskow (Managing Director) no longer on Schedule A of Greycourt & Co., Inc. (listed 2019-03-29, absent 2020-03-31)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2020
Control person left
David J Rosenberg (Director & Shareholder) no longer on Schedule A of Greycourt & Co., Inc. (listed 2019-03-29, absent 2020-03-31)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1cae4aad-8031-bddf-2922-48fb7d3625e3
First observed: Mar 28, 2012
Last observed: Aug 4, 2026 48 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GREYCOURT & CO., INC.

GREYCOURT LLC, CRD 111936

PITTSBURGH, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1cae4aad-8031-bddf-2922-48fb7d3625e3

Data as of Aug 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:41 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GREGORY DYER CURTIS

n/a

PITTSBURGH, PA

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

GREYCOURT PARTNERS FUND NT

Other Private Fund

$54.1M

Mar 29, 2019

Mar 28, 2012

dropped

n/a

GREYCOURT PARTNERS FUND, L.P.

Other Private Fund

$8.3M

May 19, 2022

Mar 28, 2012

dropped

021-145203

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GRENDA, JILL, MARIE

CHIEF COMPLIANCE OFFICER

yes

03/2022

Aug 4, 2026

GREYCOURT MANAGEMENT LLC

Owner

yes

07/2026

Aug 4, 2026

LITWIN, MATTHEW, DAVID

CHIEF EXECUTIVE OFFICER

yes

07/2021

Aug 4, 2026

MOYER, JEFFREY, EDWARD

MANAGING DIRECTOR

yes

01/2022

Aug 4, 2026

SHOUP, GRETCHEN, MARIE

CHIEF ADMINISTRATIVE OFFICER & MANAGING DIRECTOR

yes

10/2014

Aug 4, 2026

WELLS, DAVID, CHRISTOPHER

PRESIDENT AND MANAGING DIRECTOR

yes

12/2024

Aug 4, 2026

ZEIGLER, JARED, JOHN-PAUL

MANAGING DIRECTOR

yes

01/2022

Aug 4, 2026

CURTIS, GREGORY, DYER

CHAIRMAN EMERITUS & MANAGING DIRECTOR

yes

07/2021

Mar 28, 2012

Apr 19, 2024

FRIEDMAN, GREGORY, RICHARD

CHAIRMAN OF THE BOARD & MANAGING DIRECTOR

yes

07/2021

Mar 28, 2012

Apr 19, 2024

FEINBERG, STEPHEN, L

Shareholder

03/1996

Mar 28, 2012

Apr 19, 2024

Friedman, Karen, Lynn

Shareholder

05/2015

May 19, 2022

Apr 19, 2024

LASKOW, MARK, JAMES

Shareholder

04/2022

Mar 28, 2012

Apr 19, 2024

City

State

Country

Employees

Also broker-dealer

Portland

United States

Nashville

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$6.6B

$84.5M

n/a

2024

Mar 25, 2025

$5.5B

$218M

n/a

2023

Mar 28, 2024

$5.1B

$201M

n/a

2022

Mar 28, 2023

$6.4B

$204M

n/a

2021

Mar 30, 2022

$6.3B

$255M

$8.3M

2020

Mar 31, 2021

$5.1B

$309M

$64.7M

2019

Mar 31, 2020

$5.0B

$753M

$146M

2018

Mar 29, 2019

$5.0B

$548M

$188M

2017

Mar 29, 2018

$5.0B

$743M

$213M

2016

Mar 30, 2017

$4.8B

$745M

n/a

$241M

2015

Mar 31, 2016

$4.7B

$696M

n/a

$268M

2014

Apr 1, 2015

$5.1B

$655M

n/a

$278M

2013

Apr 1, 2014

$4.6B

$353M

n/a

$223M

2012

Apr 2, 2013

$4.1B

$225M

n/a

$105M

2011

Mar 28, 2012

$3.9B

$229M

n/a

$67.4M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$6.6B

$5.5B

19.9%

$6.4B

1.1%