$12.0M Total AUM
$12.0M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
17 yrs Firm Age
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- Custodian
- Interactive Brokers · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-23-2009
- Office Locations
- 1
Office Locations
-- West Chester PA
About Gray Investment Management LLC
Gray Investment Management is a registered investment adviser in West Chester, PA led by CIO Michael Gray. The firm provides investment management and financial planning, building asset-allocation portfolios that use ETFs, mutual funds, public equities and fixed income. Gray shares his daily market and portfolio thinking through the “Gray Matters” commentary.
Team overview
53 AVG AGE
$12.0M AVG AUM / ADVISOR
$399.0K AVG AUM / CLIENT
17.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Accredited Investors
Quantum north
Asset Classes
Glacier horizon Glacier Ember
Custodian
Insight frontier Summit beacon Beacon
Investment Themes
Optima value
Investment Vehicles
Ridge summit
Services
Wave Meridian horizon Timber
Owner & Executives
M
MICHAEL KENNEDY GRAY
Chief Compliance Officer, Managing Member, Principal
- CRD
- #5634978
- Ownership
- 75% or more
(808) 476-3999
timber.meridian@radialcapital.com
in linkedin.com/in/prime-delta
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,971,108 | $316,445 |
| Non-Discretionary | $0 | $7,054,352 |
| Total | $11,971,108 | $737,564 |
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Separately Managed Accounts
Total SMA Asset: $11,971,108
Equity - Exchange:
15.4% Cash:
17.6% Corporate - Non-Investment Grade:
18.9% Equity - OTC:
31.9% Other:
16.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $726,471,296 | 15.4% |
| Cash | $830,252,910 | 17.6% |
| Corporate - Non-Investment Grade | $891,578,409 | 18.9% |
| Equity - OTC | $1,504,833,400 | 31.9% |
| Other | $764,210,065 | 16.2% |
| Total | $4,717,346,080 | 100.0% |