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GRAY INVESTMENT MANAGEMENT LLC

Advisory

DE

Data as of Sep 11, 2023 · Source: SEC Form ADV

AUM change, 1 year
-18.8%
16th percentile in DE
AUM CAGR, 3 year
0.0%
compound annual growth
Average account
$315K
across 38 accounts
AUM per adviser
$12M
1 advisers
Filing history
21
filings since 2008

Source: SEC Form ADV. Figures as filed Sep 11, 2023.

Total AUM
$12M
1-Year AUM Growth
-18.8%
3-Year CAGR
0.0%
Employees
1
Assets Under Management
Total AUM$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients30
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record21
First FilingNov 21, 2008
Latest FilingSep 11, 2023
Full AUM trend chart and 21 historical filings spanning 15+ years
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Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InPA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

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0.0% 1Y
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GAINES CAPITAL, LLC
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