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Graybeard Capital, LLC (Winter Park)


Graybeard Capital, LLC is an adviser based in Winter Park. It manages $5.51 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Florida.

Graybeard Capital provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Graybeard Capital: assets under management

The assets under management (AUM) of Graybeard Capital, LLC is $5.51 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $424.08 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Graybeard Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Menashe Frankel Owner 1 Jul 1998 75% - 100% 2985290
Llc Lakeside Properties Majority owner 1 Sep 2001 75% - 100% 223595882
Llc Iaac Investments Majority owner 1 Oct 2004 75% - 100% 223830039

Based in Winter Park

The principal office where Graybeard Capital, LLC performs its advisory services is located at 1133 Louisiana Avenue, Winter Park, FL 32789, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-622-5925 or by fax 407-622-5912. The normal business hours are 9:30am to 5:00pm on Monday - Friday.


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