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- Custodian
- BNY Mellon · JP Morgan · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-17-1996
- Office Locations
- 3
Office Locations
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.
Reported data analysis
What the numbers show
Between March 25, 2025 and March 27, 2026, reported AUM increased 19.9%, from $5.5B to $6.6B.
Across 5 reported observations, AUM increased 4.5% between May 19, 2022 and March 27, 2026, from $6.3B to $6.6B.
Of the latest reported AUM, 1.3% is discretionary and 98.7% is non-discretionary.
The firm reports 19 advisory representatives and 53 clients, or 2.8 clients per representative. That equates to $124.7M in reported AUM per client.
The profile lists 3 reported office locations and 30 years in operation. The source data was last updated on August 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Greycourt & Co., Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW DAVID LITWIN
Chief Executive Officer, Chief Executive Officer and Managing Director, MANAGING DIRECTOR, Senior Advisor
- CRD
- --
- Ownership
- 10% but less than 25%
JEFFREY EDWARD MOYER
MANAGING DIRECTOR
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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GREGORY DYER CURTIS
Managing Director
- CRD
- #2443626
Jim Foster
Managing Director
- CRD
- --
Showing 2 of 11 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Greycourt & Co., Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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