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- Custodian
- Charles Schwab & Company · Citibank · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Alpha legacyOptima atlas +more
- Established Date
- 03-23-2020
- Office Locations
- 1
Office Locations
About Greystone Capital Management
Greystone Capital Partners is a West Chester, PA-based investment partnership (Greystone Capital Management, CRD 305913) managing a concentrated, long-term portfolio of small-cap companies. The strategy targets durable businesses where quality and normalized earnings power are not fully reflected in price, backed by deep fundamental research and tolerance for near-term volatility. Serves retail and institutional clients, custodied at Charles Schwab, and publishes investor letters.
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Owner & Executives
Adam Wilk
Chief Compliance Officer, FOUNDER, Portfolio Manager
- CRD
- #7184174
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,614,876 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,614,876 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,614,876
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,226,204,649 | 41.2% |
| Cash | $3,177,204,693 | 58.8% |
| Total | $5,403,409,342 | 100.0% |