G
$1.6M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
2 Employees
7 ADV. Clients
1 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-20-2024
- Office Locations
- 2
Office Locations
-- Ojai CA
-- Ventura CA
About Greyfox Investors LLC
Greyfox Investors LLC is a Ventura-based RIA with 2 offices. The firm has been operating for 1 years. Managing $1.6M in total assets under management, with 2 advisory representatives.
Team overview
39 AVG AGE
$809.5K AVG AUM / ADVISOR
$231.3K AVG AUM / CLIENT
1.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MATTHEW HENRY SPILLE
Managing Member
- CRD
- #5260215
- Ownership
- 75% or more
Available
Available
Available
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NATHAN REED WALLACE
Financial Advisor, General Partner
- CRD
- #5646552
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,619,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,619,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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