SourcingSourcing

GREYSTAR INVESTMENT GROUP, LLC

C22
CRD 160665·SEC 801-78751·CHARLESTON, SC
AUM
$36.50B
$1B+
Est. Revenue
$365.0M
@ 1% on AUM
Est. EBITDA
$109.5M
@ 30% margin
Est. Deal Value
$876.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GREYSTAR INVESTMENT GROUP, LLC
CRD
160665
SEC file #
801-78751
EIN
800729142
DBA names
—

Economics

AUM
$36.50B
AUM band
$1B+
AUM trajectory
'20'26
$14.58B → $36.50B▲ +150%
Client mix
Pooled Investment Vehicles69

Operations

Employees (total)
588
Advisory staff (per ADV)
588
Advisory staff (5-yr trend)
'20'26
109 advisors → 588 advisors▲ +439%
Primary office
CHARLESTON SC
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
04/17/2026
ADV-W filed at
—
Website
greystar.com/business-services/investment-management

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GS IM HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
11
Control Persons
GS IM HOLDINGS, LLC
FAITH, ROBERT, ALAN
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

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GREYSTAR.COM
Rdap Domain Creation Date
1998-09-03T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
188,131
Form 5500 Compensation Trajectory 3y
2025188,131
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
188,131
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001529972
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2011-09-14
Edgar Last Filing Date
2011-09-14
Edgar Form D Count
1
Edgar Form D Offerings
2011-09-142011-09-14 · 0001529972-11-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Jpmorgan42
Wells Fargo8
U.s. Bank6
E*trade4
State Street1
Edgar Addresses
Mailing
GREYSTAR INVESTMENT GROUP, LLC18 BROAD STREET, 3RD FLOORCHARLESTON, SC 29401
Business
GREYSTAR INVESTMENT GROUP, LLC18 BROAD STREET, 3RD FLOORCHARLESTON, SC 29401
Edgar EIN
800729142
Edgar Recent Filings
D2011-09-14 · 0001529972-11-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-09-02T04:00:00Z
Rdap Domain Last Changed
2024-09-02T04:38:02Z
Rdap Nameservers
Ns11.constellix.comNs21.constellix.comNs31.constellix.comNs41.constellix.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (10)

10
FAITH, ROBERT, ALAN
Executive Officer · 2.5%
4506262
FULLER, WESLEY, HAMILTON
Executive Officer · 2.5%
6243498
JOYCE, MICHAEL, JOHN
Executive Officer · 2.5%
6016136
MADDUX, WILLIAM, CHAPPELL
Executive Officer · 2.5%
4506264
RAMSEY, JAMES, DEREK
Executive Officer · 2.5%
6115431
CARPER, ALAN, JOSHUA
Executive Officer · 2.5%
6144159
DUFFY, PATRICK, CARROLL
Executive Officer · 2.5%
8244731
HAUSS, LINDSAY, HORTON
Executive Officer · 2.5%
8244734
Marshall, Jeannette, Anne
Executive Officer · 2.5%
7347589
Vakiener, Jennifer, Kathleen
Executive Officer · 2.5%
5156482