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Greycourt & Co., Inc.

Greycourt & Co., Inc.. CRD 111936

Greycourt & Co., Inc. logo

CRD: 111936

Greycourt & Co., Inc.

Pittsburgh, PA, 15203
4123610100
www.greycourt.com
$6.6B Total AUM
$84.5M Disc. AUM
-- 3Y CAGR
37 Employees
53 ADV. Clients
30 yrs Firm Age

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Firm Details

Custodian
BNY Mellon · JP Morgan · Northern Trust
Clients
Retail and Institutional
Platforms
Optima momentumOak +more
Established Date
03-01-1996
Office Locations
2

Office Locations

2100 Wharton Street Suite 600 Pittsburgh PA
607 College Street Pittsburgh PA

About Greycourt & Co., Inc.

Greycourt is an employee-owned investment advisor serving ultra-high-net-worth families and family offices. The firm uses a collaborative “co-sourcing” model to build customized engagements that deliver in-house level personalization with institutional scale, with an always after-tax orientation to portfolio design. Greycourt is product-agnostic and has published white papers for nearly 40 years.

Team overview

60 AVG AGE
$347.8M AVG AUM / ADVISOR
$124.7M AVG AUM / CLIENT
11.5 yrs AVG TENURE
37 Employees
19 Advisory Reps
1 RIA Reps
30yrs Firm Age

Insights

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Asset Classes

Radial zenith Ember Prime foundation Focus zenith Foundation Signal atlas Bridge Vertex summit Unison beacon Eagle legacy

Client Personas

North summit

Custodian

Matrix Summit Momentum Radial

Investment Themes

Meridian vital Crest peak Catalyst

Investment Vehicles

Capital peak Radial

Platform

Peak value

Services

Timber crest Focus capital Pathway foundation

Technology

Ridge Momentum Value Unison vital

Owner & Executives

GREGORY DYER CURTIS

GREGORY DYER CURTIS

Chairman Emeritus, MANAGING DIRECTOR

CRD
#2443626
Ownership
25% but less than 50%
(335) 321-8169
delta.focus@insightcapital.com
in linkedin.com/in/unison-horizon
G

GREGORY RICHARD FRIEDMAN

Chairman Of The Board, MANAGING DIRECTOR

CRD
--
Ownership
10% but less than 25%
(849) 525-4543
atlas.foundation@eaglecapital.com
in linkedin.com/in/zenith-capital
Z

Zenith catalyst

Radial bridge

CRD
#90302
Ownership
15.3%
(845) 876-6079
oak.value@horizoncapital.com
in linkedin.com/in/bridge-frontier

Showing 2 of 9 owners & executives

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Contacts

J

Jim Foster

Managing Director

CRD
--
(393) 929-7861
ridge.bridge@legacycapital.com
in linkedin.com/in/glacier-signal
G

GREGORY RICHARD FRIEDMAN

Chairman Of The Board, MANAGING DIRECTOR

CRD
--
(855) 267-3012
beacon.momentum@northcapital.com
in linkedin.com/in/glacier-optima
C

Capital element

Quantum value

CRD
#44136
(454) 419-7152
beacon.north@ridgecapital.com
in linkedin.com/in/optima-optima

Showing 2 of 16 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-19-2022
09-06-2023
04-19-2024
03-25-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $84,547,662 $84,547,662
Non-Discretionary $6,524,325,715 $151,728,505
Total $6,608,873,377 $150,201,668

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Separately Managed Accounts

Total SMA Asset: $6,608,873,377

$6.6B Total SMA
Public Funds:
17.7%
Private Funds:
26.0%
Cash:
27.5%
U.S. Government/Agency:
28.8%
Asset class Assets Assets %
Public Funds $507,691,106 17.7%
Private Funds $745,760,946 26.0%
Cash $788,785,616 27.5%
U.S. Government/Agency $826,073,663 28.8%
Total $2,868,311,331 100.0%

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