Graycliff Partners LP (New York)


Graycliff Partners LP is a large advisory firm based in New York. It manages $1.17 billion of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of New York.

Graycliff Partners provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Graycliff Partners: assets under management

The assets under management (AUM) of Graycliff Partners LP is $1.17 billion. The firm's AUM has grown by 0% since the beginning of its operation, and $100 million of the total AUM is attributable to clients outside of the United States.

The firm manages $687.83 million in discretionary accounts and $482.08 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $34.39 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $37.08 million.

Investments

The firm invests in pooled investment vehicles the most. They account for 94% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 6% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Graycliff Partners LP for their services and products based on a percentage of assets under management, fixed fees, 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.

What kind of clients Graycliff Partners serves?

The firm provides services to pooled investment vehicles and banking or thrift institutions. The largest group of clients of Graycliff Partners is pooled investment vehicles with 32 clients and $1.03 billion of assets under management. Among the 10 most similar advisory firms, Graycliff Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.17 billion for 33 clients. 10% of the firm’s clients are foreign persons or businesses.

Graycliff Partners also advises several private funds. Namely, twenty private equity funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $2,000,000.

Careers at Graycliff Partners LP

The company employs 15 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 3 people 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.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Steven John Schaefer Chief compliance officer 1 Sep 2011 Other 1719419
David Frederick Mullen Principal 1 Sep 2011 Other 5980773
Stephen Christopher Hindmarch Principal 1 Sep 2011 Other 5981226
James William Marley Principal 1 Sep 2011 Other 1155605
Graycliff Partners Gp Llc General partner 1 Sep 2011 75% - 100% 36-4711561
Andrew Peter Trigg Principal 1 Nov 2011 Other 4255238
Duke Michael Punhong Principal 1 Aug 2016 Other 2757582
Will Crawford Henderson Principal 1 Aug 2016 Other 6773059

Based in New York

The principal office where Graycliff Partners LP performs its advisory services is located at 500 Fifth Avenue, 47 Th Floor, New York, NY 10110, 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 212-300-2910 or by fax 646-439-0871. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at graycliffpartners.com and its LinkedIn profile.