GREYBULL PARTNERS LLC

C36
CRD 128390·SEC 801-62357·ATLANTA, GA
AUM
$241.0M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$723K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GREYBULL PARTNERS LLC
CRD
128390
SEC file #
801-62357
EIN
DBA names

Economics

AUM
$241.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$1.5M → $241.0M▲ +16490%
Client mix
Corporations2

Operations

Employees (total)
20
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
3 advisors → 8 advisors▲ +167%
Primary office
ATLANTA GA
Branches

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PELOTON LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
PELOTON LLC
WESTCHESTER LIMITED EP, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No