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CRD 317767
JACKSON, WY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Susannah Marie Fletcher | n/a | JACKSON, WY | Raleigh, NC | 1 | 12 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| GREYBULL STEWARDSHIP, LP | Private Equity Fund | $163M | Jul 15, 2024 | 84 | Mar 21, 2012 | reported | 021-208838 |
| GREYBULL STEWARDSHIP II, LP | Private Equity Fund | $100.0M | Jul 15, 2024 | 43 | Mar 22, 2022 | reported | 021-408978 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| KOVRIGA, ALEXANDER, NMN | Partner | Na | yes | 08/2021 | Mar 28, 2023 | Jul 15, 2024 |
| LAFON, ANGELA, CARDY | CHIEF FINANCIAL OFFICER, OPERATING PARTNER | Na | yes | 08/2021 | Mar 28, 2023 | Jul 15, 2024 |
| MYERS, MASON, LUKE | FOUNDER, CHIEF EXECUTIVE OFFICER | E | yes | 08/2021 | Mar 31, 2022 | Jul 15, 2024 |
| STABLER, MATTHEW, HYDRICK | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | Na | yes | 07/2023 | Mar 22, 2024 | Jul 15, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| GREYBULL FINANCE COMPANY, LLC | n/a | n/a | n/a | Y | yes | n/a |
| GREYBULL GP II, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $514M | $514M | 12 | 6 | 0 | 4 | n/a |
| 2024 | Mar 31, 2025 | $311M | $311M | 13 | 6 | 0 | 3 | n/a |
| 2023 | Mar 22, 2024 | $263M | $263M | 12 | 5 | 0 | 2 | $263M |
| 2022 | Mar 28, 2023 | $241M | $241M | 9 | 4 | 0 | 2 | $241M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $514M | $311M | 65.2% | $241M | 28.7% | 12 | 13 | 0 | 0 |