Greystone Bridge Lending Fund Manager LLC (New York)
Greystone Bridge Lending Fund Manager LLC is a large advisory firm based in New York. It manages $1.6 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016.
Greystone Bridge Lending Fund Manager provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Greystone Bridge Lending Fund Manager: assets under management
The assets under management (AUM) of Greystone Bridge Lending Fund Manager LLC is $1.6 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 336% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Greystone Bridge Lending Fund Manager LLC for their services and products based on a percentage of assets under management. 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.
What kind of clients Mark Richard Jarrell serves?
The only and largest group of clients of Mark Richard Jarrell is pooled investment vehicles with 1 clients and $1.6 billion of assets under management. Among the 8 most similar advisory firms, Greystone Bridge Lending Fund Manager has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.6 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.
Greystone Bridge Lending Fund Manager also advises several private funds. Namely, one real estate fund. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.
Careers at Greystone Bridge Lending Fund Manager LLC
The company employs 21 people that are either part- or full-time employees. 14 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Mark Richard Jarrell has been acting as President since 1 Jun 2016. Jason Michael Ewasko joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 2 indirect owners.Based in New York
The principal office where Greystone Bridge Lending Fund Manager LLC performs its advisory services is located at C/O Greystone & Co., Inc.,, New York, NY 10019, 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 212-649-9700. The normal business hours are 9am-5pm on Monday - Friday.
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