RIA Intel›Advisers›Texas›GREY ROCK MANAGEMENT PARTNERS IV, LLC

GREY ROCK MANAGEMENT PARTNERS IV, LLC

Advisory

N·DALLAS, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$857M
1-Year AUM Growth
-2.3%
3-Year CAGR
+47.1%
Employees
15
Assets Under Management
Total AUM$857M
Discretionary AUM$857M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients9
Team
Total Employees15
Investment Advisers29
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record11
First FilingNov 30, 2021
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 11 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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