SourcingSourcing

GRAYSCALE ADVISORS, LLC

C29
CRD 314868·SEC 801-122921·STAMFORD, CT
AUM
$60.6M
$25M-$100M
Est. Revenue
$606K
@ 1% on AUM
Est. EBITDA
$182K
@ 30% margin
Est. Deal Value
$1.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GRAYSCALE ADVISORS, LLC
CRD
314868
SEC file #
801-122921
EIN
932872155
DBA names
Grayscale Advisors

Economics

AUM
$60.6M
AUM band
$25M-$100M
AUM trajectory
'23'26
$11.2M → $60.6M▲ +441%
Client mix
Investment Companies6
Pooled Investment Vehicles2

Operations

Employees (total)
126
Advisory staff (per ADV)
27
Advisory staff (5-yr trend)
'22'26
9 advisors → 27 advisors▲ +200%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/29/2026
ADV-W filed at
—
Website
grayscale.com/private-funds/gdif

Compliance

Disclosures (firm)
4
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GRAYSCALE OPERATING, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
GRAYSCALE OPERATING, LLC
MCGEE, EDWARD
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
GRAYSCALE.COM
Rdap Domain Creation Date
2002-04-06T19:28:20Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002013637
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2024-03-21
Edgar Last Filing Date
2026-01-05
Edgar Form D Count
4
Edgar Form D Offerings
2026-01-052026-01-05 · 0002013637-26-000001
2025-01-032025-01-03 · 0000950123-25-000085

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
14
Bc Firm Active IA Count
14
Bc Firm IAR Count
14
Custodian Candidates
Full
State Street4
E*trade4
U.s. Bank1
Edgar Addresses
Mailing
290 HARBOR DRIVE4TH FLOORSTAMFORD, CT 06902
Business
290 HARBOR DRIVE4TH FLOORSTAMFORD, CT 06902
Edgar EIN
932872155
Edgar Recent Filings
D/A2026-01-05 · 0002013637-26-000001
D/A2025-01-03 · 0000950123-25-000085
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-06T18:28:20Z
Rdap Domain Last Changed
2025-04-07T11:45:52Z
Rdap Nameservers
Jasmine.ns.cloudflare.comSkip.ns.cloudflare.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (19)

19
MCGEE, EDWARD
Executive Officer · 2.5%
6421079
MINTZBERG, PETER, LERNER
Executive Officer · 2.5%
6263260
ALLISON BRADY ROBERTS
Executive Officer · 2.5%
5198017
Craig Ian Salm
Executive Officer · 2.5%
6936921
ZHANG, DIANA, CONG
Executive Officer · 2.5%
5004105
Madalena Lala
IAR
6032565
Tyler Griffin Dyment
IAR
7848637
Nathalie Marie Massoud
IAR
7970379
Emma Hansen Scymanski
IAR
7721259
MATTHEW JAMES MURPHY
IAR
5691850
Tracy Alison Wright
IAR
6292293
BROOKE ROBERT STODDARD
IAR
5125873
Cooper Louis Michaelis
IAR
6823463
DANIELLE JANVIER BIBEAULT
IAR
6710142
Kayonne Alexis Markes
IAR
7136648
Amelia Catherine Hein
IAR
7461382
PEYTON Edwin Ross COOPER
IAR
7277730
ROBERT JOSEPH HARAZIN
IAR
5110495
Brandon Dixon
IAR
7564079