CRD: 149998
Grey OWL Capital Management, LLC
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- Custodian
- Fidelity/NFS ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-29-2009
- Office Locations
- 1
Office Locations
About Grey OWL Capital Management, LLC
Grey Owl Capital Management is a Virginia-registered RIA in Arlington focused on delivering absolute returns through a go-anywhere, opportunity-driven approach across multiple asset classes and alternatives, grounded in deep research, patience, and selectivity. Clients access the strategy via a separately managed account platform, with assets custodied at Fidelity.
Reported data analysis
What the numbers show
Between March 29, 2017 and May 21, 2018, reported AUM decreased 43.8%, from $103.9M to $58.4M.
Across 5 reported observations, AUM decreased 78.5% between March 27, 2014 and May 21, 2018, from $271.3M to $58.4M.
Of the latest reported AUM, 92.5% is discretionary and 7.5% is non-discretionary.
The firm reports 2 advisory representatives and 33 clients, or 16.5 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on April 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Grey OWL Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER ERIC BRUGEL
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #1529802
- Ownership
- 50% but less than 75%
JEFFERY STEPHEN ERBER
Managing Director, Managing Member
- CRD
- #5023117
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,192,093 | $453,753 |
| Non-Discretionary | $475,472 | $141,223 |
| Total | $47,667,565 | $389,164 |
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Separately Managed Accounts
SMA allocation detail is available
Grey OWL Capital Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.