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- Custodian
- Altruist · Jackson National Life · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-13-2021
- Office Locations
- 1
Office Locations
About Graybridge Capital
Graybridge Capital is an investment advisory and consulting firm providing data-driven asset management to individual investors, with systematic portfolios built around a risk-parity foundation and broad diversification across asset classes, styles, geographies. The firm also offers hedging solutions using alternative-asset mixes and factor-based cryptocurrency strategies, plus quantitative research and financial programming for risk, optimization, and trading automation. Delivered with no account minimums and fintech partnerships.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jackson Maddox Southard
Chief Compliance Officer, Managing Member, Partner
- CRD
- #7323540
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $700,000 | $50,000 |
| Non-Discretionary | $0 | -- |
| Total | $700,000 | $50,000 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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