$47.7M Total AUM
$47.2M Disc. AUM
-- 3Y CAGR
3 Employees
33 ADV. Clients
17 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Alpha
- Established Date
- 05-29-2009
- Office Locations
- 1
Office Locations
4250 Fairfax Drive Suite 600 Arlington VA
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.
Team overview
-- AVG AGE
$23.8M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
17 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
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Accredited Investors
Vital pioneer
Asset Classes
Harbor harbor Oak Ridge Delta unison Momentum Timber capital
Custodian
Capital ember Focus Value glacier
Investment Themes
Unison Focus signal
Investment Vehicles
Delta Wave
Services
Peak eagle Element glacier Element
Technology
Ember
Owner & Executives
C
CHRISTOPHER ERIC BRUGEL
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #1529802
- Ownership
- 50% but less than 75%
(494) 684-3775
alpha.unison@primecapital.com
in linkedin.com/in/crest-value
J
JEFFERY STEPHEN ERBER
Managing Director, Managing Member
- CRD
- #5023117
- Ownership
- 50% but less than 75%
(881) 202-3597
wave.timber@insightcapital.com
in linkedin.com/in/vital-oak
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $47,667,565
Equity - Exchange:
35.4% Cash:
24.4% Private Funds:
40.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $635,072,073 | 35.4% |
| Cash | $437,733,293 | 24.4% |
| Private Funds | $721,183,541 | 40.2% |
| Total | $1,793,988,907 | 100.0% |