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.
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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Indirect Owners
The SEC currently registers 3 indirect owners.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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