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

Greybull Partners LLC

Other adviserAtlanta, GeorgiaCRD 128390SEC 801-62357websiteIAPD
Latest filing Jul 13, 2026
First filing on the tape Mar 30, 2012 · 24 filings
SEC status approved since Sep 17, 2003
RAUM
$241M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
20
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$241M as of Jul 13, 2026
Mar 30, 2012$4.7M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 13, 2026
Mar 30, 20120 then
Employees (5.A)20 as of Jul 13, 2026
Apr 1, 201310 then
Private funds: no history
RAUM +11% over the last fiscal year+2032% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 13, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$121MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+11%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 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)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Corporations and businesses$241M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Sunna Choi · General Counselcontrol
        since 11/2023 · owns less than 5%
      • Joachim Carsten Fiege · Chief Operating Officercontrol
        since 12/2022 · owns less than 5%
      • Ernest Paul Viera · Ceo & Managercontrol
        since 08/2003 · owns less than 5%
      • Macon James Wilson · Chief Compliance Officercontrol
        since 08/2003 · owns less than 5%
      • Ernest Paul Viera · Managercontrol
        since 12/1997 · owns F of Westchester Limited, LLC
      • Ernest Paul Viera · Trusteecontrol
        since 04/2014 · owns F of The Pev Revocable Living Trust
      • Ernest Paul Viera · Managercontrol
        since 08/2003 · owns F of Peloton, LLC
      Entity owners
      • Peloton LLC · Member
        direct · owns 75% or more
      • Westchester Limited, LLC · Member
        direct · owns 25% to 50%
      • The Pev Revocable Living Trust · Member
        indirect · owns 75% or more of Peloton LLC
      • The Pev Revocable Living Trust · Member
        indirect · owns 75% or more of Westchester Limited, LLC
      Related persons
      Schedule D 7.A
      Advisers that list Greybull Partners LLC as a related person
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Discretionary RAUM · $217M to $241M
        Mar 24, 2025 to Mar 31, 2026
      • RAUM · $217M to $241M
        Mar 24, 2025 to Mar 31, 2026
      • Financial planning clients · unset to
        Mar 28, 2024 to Mar 24, 2025
      • Discretionary RAUM · $223M to $217M
        Mar 28, 2024 to Mar 24, 2025
      • RAUM · $223M to $217M
        Mar 28, 2024 to Mar 24, 2025
      • Accounts · 1 to 2
        Dec 1, 2023 to Mar 28, 2024
      • Advisory employees · 5 to 8
        Dec 1, 2023 to Mar 28, 2024
      • Corporate clients · 1 to 2
        Dec 1, 2023 to Mar 28, 2024
      • Employees · 10 to 20
        Dec 1, 2023 to Mar 28, 2024
      • Discretionary RAUM · $24,868 to $223M
        Dec 1, 2023 to Mar 28, 2024
      • RAUM · $24,868 to $223M
        Dec 1, 2023 to Mar 28, 2024
      • Discretionary RAUM · $359,678 to $24,868
        Jan 10, 2023 to Mar 30, 2023
      • RAUM · $359,678 to $24,868
        Jan 10, 2023 to Mar 30, 2023
      • Discretionary RAUM · $401,191 to $359,678
        Apr 27, 2021 to Mar 31, 2022
      • RAUM · $401,191 to $359,678
        Apr 27, 2021 to Mar 31, 2022
      • Discretionary RAUM · $1.2M to $401,191
        Sep 4, 2020 to Mar 31, 2021
      • RAUM · $1.2M to $401,191
        Sep 4, 2020 to Mar 31, 2021
      • Advisory employees · 3 to 5
        Mar 30, 2019 to Mar 30, 2020
      • Discretionary RAUM · $1.5M to $1.2M
        Mar 30, 2019 to Mar 30, 2020
      • RAUM · $1.5M to $1.2M
        Mar 30, 2019 to Mar 30, 2020
      • Discretionary RAUM · $2.6M to $1.5M
        Nov 15, 2018 to Mar 30, 2019
      • RAUM · $2.6M to $1.5M
        Nov 15, 2018 to Mar 30, 2019
      • Corporate clients · unset to 1.0
        Mar 30, 2017 to Mar 30, 2018
      • Other offices · unset to 0.0
        Mar 30, 2017 to Mar 30, 2018
      • Discretionary RAUM · $3.9M to $2.6M
        Mar 30, 2017 to Mar 30, 2018
      • RAUM · $3.9M to $2.6M
        Mar 30, 2017 to Mar 30, 2018
      • Discretionary RAUM · $4.6M to $3.9M
        Mar 30, 2016 to Mar 30, 2017
      • RAUM · $4.6M to $3.9M
        Mar 30, 2016 to Mar 30, 2017
      • Discretionary RAUM · $5.6M to $4.6M
        May 27, 2015 to Mar 30, 2016
      • RAUM · $5.6M to $4.6M
        May 27, 2015 to Mar 30, 2016
      • Discretionary RAUM · $5.5M to $5.6M
        Mar 31, 2014 to Mar 31, 2015
      • RAUM · $5.5M to $5.6M
        Mar 31, 2014 to Mar 31, 2015
      • Discretionary RAUM · $3.8M to $5.5M
        Apr 1, 2013 to Mar 31, 2014
      • RAUM · $3.8M to $5.5M
        Apr 1, 2013 to Mar 31, 2014
      • Advisory employees · unset to 3.0
        Mar 30, 2012 to Apr 1, 2013
      • Employees · unset to 10.0
        Mar 30, 2012 to Apr 1, 2013
      • Discretionary RAUM · $4.7M to $3.8M
        Mar 30, 2012 to Apr 1, 2013
      • RAUM · $4.7M to $3.8M
        Mar 30, 2012 to Apr 1, 2013
      Signals
      4 dated events
      • Sunna Choi (General Counsel) appeared on Schedule A of Greybull Partners Llc
        Dec 1, 2023 · Control person joined · fact
      • May Malin Eriksson (Chief Operating Officer) no longer on Schedule A of Greybull Partners Llc (listed 2022-03-31, absent 2023-01-10)
        Jan 10, 2023 · Control person left · inference
      • May Malin Eriksson (Chief Operating Officer) appeared on Schedule A of Greybull Partners Llc
        Sep 4, 2020 · Control person joined · fact
      • George John Whitmore (Chief Operating Officer) no longer on Schedule A of Greybull Partners Llc (listed 2020-03-30, absent 2020-09-04)
        Sep 4, 2020 · Control person left · inference
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Website
      earnestpartners.com.cnreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      404-815-8772reportedpublic record, Form ADV, Jul 13, 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
      Other adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026