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

Graystreet Partners

Asset manager (funds and pooled vehicles)San Antonio, TexasCRD 334967SEC 801-132502websiteIAPD
Legal name Graystreet Capital Management, LLC
Latest filing Mar 6, 2026
First filing on the tape Apr 25, 2025 · 2 filings
SEC status approved since May 8, 2025
RAUM
$159M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$159M
derived; firm RAUM over IAPD count
Employees
7
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
8
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$159M as of Mar 6, 2026
Apr 25, 2025$155M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 6, 2026
Apr 25, 20250 then
Employees (5.A)7 as of Mar 6, 2026
Apr 25, 20257 then
Private funds8 as of Mar 6, 2026
Apr 25, 20257 then
RAUM +2.6% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 6, 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
RAUM per advisor
$159MderivedRAUM 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
$2.7MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
7.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+2.6%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 pooled vehiclesreportedItem 5.G
Custody
$159M, 59 clientsreportedItem 9.A
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
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$159M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
59reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$159M for 59 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Michael Lester ShipmanSan Antonio, TxMay 22, 202522 y5
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
none on the tape
    Joined, latest
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Paul Kevin Covey · Managercontrol
      since 12/2011 · owns 75% or more
    • Neal Timothy Moxon · Chief Compliance Officercontrol
      since 01/2025 · owns less than 5%
    Related persons
    Schedule D 7.A
    No related person reported.
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 7 to 59
      Apr 25, 2025 to Mar 6, 2026
    • Pooled vehicle clients · 17 to 59
      Apr 25, 2025 to Mar 6, 2026
    • Assets in custody · $155M to $159M
      Apr 25, 2025 to Mar 6, 2026
    • Private funds · 7 to 8
      Apr 25, 2025 to Mar 6, 2026
    • Discretionary RAUM · $155M to $159M
      Apr 25, 2025 to Mar 6, 2026
    • Pooled vehicle RAUM · $155M to $159M
      Apr 25, 2025 to Mar 6, 2026
    • RAUM · $155M to $159M
      Apr 25, 2025 to Mar 6, 2026
    Signals
    No event on the tape.
    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
    graystreet.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    210-736-5400reportedpublic record, Form ADV, Mar 6, 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
    Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
    RAUM per advisor
    $159Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026