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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-31-2018
- Office Locations
- 1
Office Locations
About Greyfield Capital Management LLC
Greyfield Capital Management LLC is a SAN Marino-based RIA. The firm has been operating for 7 years. Managing $22.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 15 clients, or 15 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 31, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Greyfield Capital Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Charles Bettendorf
Analyst, Chief Compliance Officer, Investment Adviser Representative
- CRD
- #6912687
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,254,453 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,254,453 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Greyfield Capital Management LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.