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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

GREY OWL CAPITAL MANAGEMENT, LLC

CRD 149998

FALLS CHURCH, VA

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:da629e2a-d9b7-db18-84ca-82fb00604ed7

Data as of Jun 25, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Jun 25, 2018
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $58.4MItem 5.F on the latest filing (2018-06-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $54.0M
Private client RAUM: $57.1MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $29.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 150
Individual clients: 19
High net worth clients: 20
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $1.3Mgross asset value as reported per fund; never fund size
SEC number: 801-70120
CRD: 149998
Filings on the tape: 12
First filed: Mar 30, 2012
Latest filed: Jun 25, 2018
Organised: Limited Liability Company, Virginia

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
CHRISTOPHER ERIC BRUGEL	Chartered Financial Analyst	ARLINGTON, VA	17	34	1	no
JEFFERY STEPHEN ERBER	Chartered Financial Analyst	ARLINGTON, VA	17	20	1	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
GREY OWL PARTNERS, LP	Hedge Fund	$1.3M	Jun 25, 2018	22	Mar 30, 2012	reported	021-153329

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
BRUGEL, CHRISTOPHER, ERIC	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	yes	05/2009	Mar 30, 2012	Jun 25, 2018
ERBER, JEFFERY, STEPHEN	MANAGING MEMBER	D	yes	05/2009	Mar 30, 2012	Jun 25, 2018

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CHRISTOPHER ERIC BRUGEL	n/a	n/a	n/a	Y	no	n/a
JEFFERY ERBER	n/a	n/a	n/a	Y	no	n/a

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
2017	Mar 26, 2018	$58.4M	$54.0M	3	2	0	1	$1.3M
2016	Mar 29, 2017	$104M	$96.7M	3	2	n/a	1	$28.5M
2015	Mar 22, 2016	$127M	$117M	3	2	n/a	1	$40.2M
2014	Mar 25, 2015	$120M	$120M	4	2	n/a	1	$26.5M
2013	Mar 27, 2014	$271M	$271M	4	2	n/a	1	$17.0M
2012	Mar 27, 2013	$280M	$280M	4	2	n/a	1	$14.9M
2011	Mar 30, 2012	$204M	$204M	n/a	n/a	n/a	1	$10.4M

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
2017	$58.4M	$104M	-43.8%	$120M	-21.3%	3	3	0	n/a

Relationships

Advises (1)

→ GREY OWL PARTNERS, LPPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV

Controls (2)

← BRUGEL, CHRISTOPHER, ERICOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 30, 2012 to presentfactForm ADV
← ERBER, JEFFERY, STEPHENOwnerMANAGING MEMBER, ownership code D, individual
Mar 30, 2012 to presentfactForm ADV

Registered with (2)

← CHRISTOPHER ERIC BRUGELAdvisorregistration: current employment
May 29, 2009 to presentfactForm ADV
← JEFFERY STEPHEN ERBERAdvisorregistration: current employment
May 29, 2009 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:da629e2a-d9b7-db18-84ca-82fb00604ed7
First observed: Mar 30, 2012
Last observed: Jun 25, 2018 100 months 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.

GREY OWL CAPITAL MANAGEMENT, LLC

CRD 149998

FALLS CHURCH, VA

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:da629e2a-d9b7-db18-84ca-82fb00604ed7

Data as of Jun 25, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:52 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHRISTOPHER ERIC BRUGEL

Chartered Financial Analyst

ARLINGTON, VA

JEFFERY STEPHEN ERBER

Chartered Financial Analyst

ARLINGTON, VA

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

GREY OWL PARTNERS, LP

Hedge Fund

$1.3M

Jun 25, 2018

Mar 30, 2012

reported

021-153329

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRUGEL, CHRISTOPHER, ERIC

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

05/2009

Mar 30, 2012

Jun 25, 2018

ERBER, JEFFERY, STEPHEN

MANAGING MEMBER

yes

05/2009

Mar 30, 2012

Jun 25, 2018

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CHRISTOPHER ERIC BRUGEL

n/a

JEFFERY ERBER

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Mar 26, 2018

$58.4M

$54.0M

$1.3M

2016

Mar 29, 2017

$104M

$96.7M

n/a

$28.5M

2015

Mar 22, 2016

$127M

$117M

n/a

$40.2M

2014

Mar 25, 2015

$120M

n/a

$26.5M

2013

Mar 27, 2014

$271M

n/a

$17.0M

2012

Mar 27, 2013

$280M

n/a

$14.9M

2011

Mar 30, 2012

$204M

n/a

$10.4M

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

2017

$58.4M

$104M

-43.8%

$120M

-21.3%

n/a