RIA Intel›Advisers›South Carolina›GREYSTAR INVESTMENT GROUP, LLC

GREYSTAR INVESTMENT GROUP, LLC

Advisory

N·CHARLESTON, SC

Data as of Apr 17, 2026 · Source: SEC Form ADV

Total AUM

$36.5B

1-Year AUM Growth

+6.3%

3-Year CAGR

+12.4%

Employees

588

Assets Under Management

Total AUM$36.5B

Discretionary AUM$31.0B

Non-Discretionary AUM$5.5B

Discretionary %84.8%

Total Clients67

Team

Total Employees588

Investment Advisers588

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record33

First FilingOct 24, 2013

Latest FilingApr 17, 2026

🔒 Full AUM trend chart and 33 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GREYSTAR INVESTMENT GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.