DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Greycourt & Co., Inc.
Legal name Greycourt LLC
Latest filing Aug 4, 2026
First filing on the tape Mar 28, 2012 · 38 filings
SEC status approved since Jun 22, 2001
RAUM
$6.6B
reported, Item 5.F
Discretionary
1.3%
of RAUM
Private clients
70%
$4.6B individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$6.6B
derived; firm RAUM over IAPD count
Employees
37
19 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$6.6B as of Aug 4, 2026
Mar 28, 2012$3.9B then
HNW client RAUM$4.6B as of Aug 4, 2026
Mar 29, 2018$4.0B then
State-registered IARs (5.B.3)1 as of Aug 4, 2026
Mar 28, 20120 then
Employees (5.A)37 as of Aug 4, 2026
Apr 2, 201338 then
Private funds1 as of Mar 30, 2022
Mar 28, 20122 then
RAUM +20% over the last fiscal year+1.1% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Aug 4, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $6.6BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 36derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $128MderivedHNW RAUM over HNW clients
- Average account
- $150MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 1.3%derivedof RAUM
- Institutional
- 30%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 37.0derivedItem 5.A over advisors
- Advisors per office
- 0.3derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -7.7%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$4.6B70%
- Charitable organizations$2.0B30%
- Individual clients
- 0reported
- HNW clients
- 36reported
- Pension plan clients
- 0reported
- Charitable clients
- 8reported
- Accounts
- 44reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.7 fund_share=0.0 institutional_share=0.3 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Gregory Dyer Curtis | Pittsburgh, Pa | May 17, 1996 | 33 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Roy Nichol to Citigroup Global Markets Inc.Jan 16, 2019 · RIA to affiliated broker-dealer or bank
Joined, latest
none on the tape
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Greycourt Partners Fund Ntno longer reported | Other Private Fund | $54.1M | 22 | Mar 28, 2012 |
| Greycourt Partners Fund, L.P.no longer reported | Other Private Fund | $8.3M | 42 | Mar 28, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Dyer Gregory Curtis · Chairman Emeritus & Managing Directorcontrolsince 07/2021 · owns 25% to 50%
- Richard Gregory Friedman · Chairman Of The Board & Managing Directorcontrolsince 07/2021 · owns 10% to 25%
- Marie Jill Grenda · Chief Compliance Officercontrolsince 03/2022 · owns less than 5%
- David Matthew Litwin · Chief Executive Officercontrolsince 07/2021 · owns 10% to 25%
- Edward Jeffrey Moyer · Managing Directorcontrolsince 01/2022 · owns 10% to 25%
- Marie Gretchen Shoup · Chief Administrative Officer & Managing Directorcontrolsince 10/2014 · owns less than 5%
- Christopher David Wells · President And Managing Directorcontrolsince 12/2024 · owns 10% to 25%
- John-Paul Jared Zeigler · Managing Directorcontrolsince 01/2022 · owns 5% to 10%
- L Stephen Feinberg · Shareholdersince 03/1996 · owns 5% to 10%
- Lynn Karen Friedman · Shareholdersince 05/2015 · owns 10% to 25%
- James Mark Laskow · Shareholdersince 04/2022 · owns 5% to 10%
Entity owners
- Greycourt Management LLC · Ownerdirect · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Portland, OR5 employees
- Nashville, TN1 employees
ADV anomalies
11 against comparable advisers; where to look, not conclusions
- unusually large average HNW clientStatic outlier · filing Aug 4, 2026HNW RAUM per HNW client of $128,026,434 against a peer median of $4,554,235 (279 comparable advisers, 99.0th percentile, 37.8 robust deviations)peers: independent wealth managers, $5B to $20B (279) · 99% percentile
- low discretionary shareStatic outlier · filing Aug 4, 2026discretionary share of RAUM of 1% against a peer median of 97% (289 comparable advisers, 0.0th percentile, 23.9 robust deviations)peers: independent wealth managers, $5B to $20B (289) · 0.3% percentile
- control person changedChange between filings · filing Aug 4, 2026ZEIGLER, JARED, JOHN-PAUL (MANAGING DIRECTOR) appeared on Schedule A between the filings of 2022-05-19 and 2026-08-04peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Aug 4, 2026WELLS, DAVID, CHRISTOPHER (PRESIDENT AND MANAGING DIRECTOR) appeared on Schedule A between the filings of 2022-05-19 and 2026-08-04peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Aug 4, 2026MOYER, JEFFREY, EDWARD (MANAGING DIRECTOR) appeared on Schedule A between the filings of 2022-05-19 and 2026-08-04peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Aug 4, 2026CURTIS, GREGORY, DYER (CHAIRMAN EMERITUS & MANAGING DIRECTOR) left Schedule A between the filings of 2022-05-19 and 2026-08-04peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Aug 4, 2026FRIEDMAN, GREGORY, RICHARD (CHAIRMAN OF THE BOARD & MANAGING DIRECTOR) left Schedule A between the filings of 2022-05-19 and 2026-08-04peers: independent wealth managers, $5B to $20B (289)
- wealth to institutional shiftCombination · filing Mar 27, 2026private-client share fell 15 points or more while institutional share rose 15 points or more. RAUM $5,511,789,755 to $6,608,873,377, advisors 1 to 1, private clients 39 to 36, offices 3 to 3 (2025-03-25 to 2026-03-27)peers: independent wealth managers, $5B to $20B (289)
- client mix shiftChange between filings · filing Mar 27, 2026private-client share of RAUM moved from 92.0% to 70.0% between the annual amendments of 2025-03-25 and 2026-03-27peers: independent wealth managers, $5B to $20B (289)
- HNW share shiftChange between filings · filing Mar 27, 2026HNW share of RAUM moved from 92.0% to 70.0% between the annual amendments of 2025-03-25 and 2026-03-27peers: independent wealth managers, $5B to $20B (289)
- institutional asset share shiftChange between filings · filing Mar 27, 2026institutional share of RAUM moved from 8.0% to 30.0% between the annual amendments of 2025-03-25 and 2026-03-27peers: independent wealth managers, $5B to $20B (289)
What changed
consecutive filings, newest first
- Legal name · GREYCOURT & CO., INC. to GREYCOURT LLCMar 27, 2026 to Aug 4, 2026
- Organization form · Corporation to Limited Liability CompanyMar 27, 2026 to Aug 4, 2026
- Succession · false to trueMar 27, 2026 to Aug 4, 2026
- Advisory employees · 20 to 19Mar 25, 2025 to Mar 27, 2026
- Charity clients · 5 to 8Mar 25, 2025 to Mar 27, 2026
- HNW clients · 39 to 36Mar 25, 2025 to Mar 27, 2026
- Employees · 39 to 37Mar 25, 2025 to Mar 27, 2026
- Discretionary RAUM · $218M to $84.5MMar 25, 2025 to Mar 27, 2026
- HNW RAUM · $5.1B to $4.6BMar 25, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $5.3B to $6.5BMar 25, 2025 to Mar 27, 2026
- RAUM · $5.5B to $6.6BMar 25, 2025 to Mar 27, 2026
- Accounts · 32 to 44Apr 19, 2024 to Mar 25, 2025
- Advisory employees · 21 to 20Apr 19, 2024 to Mar 25, 2025
- HNW clients · 38 to 39Apr 19, 2024 to Mar 25, 2025
- Employees · 42 to 39Apr 19, 2024 to Mar 25, 2025
- Financial planning clients · 26-50 to 26-50Apr 19, 2024 to Mar 25, 2025
- Other offices · 2 to 3Apr 19, 2024 to Mar 25, 2025
- Discretionary RAUM · $201M to $218MApr 19, 2024 to Mar 25, 2025
- HNW RAUM · $4.6B to $5.1BApr 19, 2024 to Mar 25, 2025
- Non-discretionary RAUM · $4.9B to $5.3BApr 19, 2024 to Mar 25, 2025
- RAUM · $5.1B to $5.5BApr 19, 2024 to Mar 25, 2025
- Accounts · 37 to 32Feb 16, 2024 to Mar 28, 2024
- Advisory employees · 19 to 21Feb 16, 2024 to Mar 28, 2024
- Advisory activities · 4 to 5Feb 16, 2024 to Mar 28, 2024
- HNW clients · 32 to 38Feb 16, 2024 to Mar 28, 2024
- Employees · 43 to 42Feb 16, 2024 to Mar 28, 2024
- Discretionary RAUM · $204M to $201MFeb 16, 2024 to Mar 28, 2024
- HNW RAUM · $4.8B to $4.6BFeb 16, 2024 to Mar 28, 2024
- Non-discretionary RAUM · $5.0B to $4.9BFeb 16, 2024 to Mar 28, 2024
- RAUM · $5.2B to $5.1BFeb 16, 2024 to Mar 28, 2024
- Accounts · 41 to 37Mar 28, 2023 to Sep 6, 2023
- Charity clients · 6 to 5Mar 28, 2023 to Sep 6, 2023
- HNW clients · 35 to 32Mar 28, 2023 to Sep 6, 2023
- Other offices · 1 to 2Mar 28, 2023 to Sep 6, 2023
- HNW RAUM · $5.9B to $4.8BMar 28, 2023 to Sep 6, 2023
- Non-discretionary RAUM · $6.2B to $5.0BMar 28, 2023 to Sep 6, 2023
- RAUM · $6.4B to $5.2BMar 28, 2023 to Sep 6, 2023
- Accounts · 46 to 41May 19, 2022 to Mar 28, 2023
- Advisory employees · 21 to 19May 19, 2022 to Mar 28, 2023
- Advisory activities · 5 to 4May 19, 2022 to Mar 28, 2023
Signals
10 dated events
- Greycourt & Co., Inc. reported succeeding to the business of Greycourt & Co., Inc. (Form ADV Item 4)Aug 4, 2026 · Succession (Item 4) · fact
- Richard David Lovejoy (Managing Director) no longer on Schedule A of Greycourt & Co., Inc. (listed 2024-02-16, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Alan Perry Lerner (Director & Shareholder) no longer on Schedule A of Greycourt & Co., Inc. (listed 2024-02-16, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- 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)Mar 28, 2024 · Control person left · inference
- Marie Jill Grenda (Chief Compliance Officer) appeared on Schedule A of Greycourt & Co., Inc.Mar 30, 2022 · Control person joined · fact
- 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)Aug 17, 2021 · Control person left · inference
- E. Mark Thomas (Chief Investment Officer & Managing Director) appeared on Schedule A of Greycourt & Co., Inc.Aug 17, 2021 · Control person joined · fact
- David Matthew Litwin (President & Managing Director) appeared on Schedule A of Greycourt & Co., Inc.Mar 31, 2021 · Control person joined · fact
- James Mark Laskow (Managing Director) no longer on Schedule A of Greycourt & Co., Inc. (listed 2019-03-29, absent 2020-03-31)Mar 31, 2020 · Control person left · inference
- David J Rosenberg (Director & Shareholder) no longer on Schedule A of Greycourt & Co., Inc. (listed 2019-03-29, absent 2020-03-31)Mar 31, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- Greycourt & Co., Inc. · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business phone
- 412-361-0100reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 503-226-0470reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/greycourtreportedpublic record, Form ADV, Sep 17, 2026
- Website
- GREYCOURT.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 412-361-0100reportedpublic record, Form ADV, Aug 4, 2026
- Contact form
- greycourt.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- greycourt.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $6.6Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026