RIA Intel›Advisers›California›GREYFOX INVESTORS LLC

GREYFOX INVESTORS LLC

Advisory

CA

Data as of Dec 20, 2024 · Source: SEC Form ADV

Rank in CA

#5,203

of 5,480 advisers by AUM

Average account

$231K

across 7 accounts

AUM per adviser

$810K

2 advisers

Source: SEC Form ADV. Figures as filed Dec 20, 2024.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndJuly

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

7 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

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

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COBB, ROBERT DOUGLAS

$2M

ELITE WEALTH MANAGEMENT, LLC

$2M

ANDREY, DOUGLAS, GEORGE

$2M

NEEDELMAN ASSET MANAGEMENT INC

NEWPORT BEACH, CA

$2M

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