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GREYCOURT & CO., INC.
Legal name: GREYCOURT LLC
CRD 111936File 801-60297
APPROVED
Retail clients
Filing as of Aug 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$6.61B
Top 25% of cohort (national)
Discretionary AUM
$84.5M
Non-discretionary $6.52B
Clients
44
44 accounts
Employees
37
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 22, 2001
- Principal office
- 116 15TH STREET, SUITE 702, PITTSBURGH, PA, 15222-4214
- Phone
- 412-361-0100
- Website
- HTTP://WWW.GREYCOURT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.61B
- Discretionary AUM
- $84.5M
- Non-discretionary AUM
- $6.52B
- Discretionary accounts
- 1
- Non-discretionary accounts
- 43
- Total accounts
- 44
- AUM per client
- $150.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 8 | $2.00B |
| High net worth individuals | 36 | $4.61B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 39 | 37 | decreased by2 |
| Apr 1, 2026 | AUM | $5,511,789,755 | $6,608,873,377 | increased by$1,097,083,622 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 44 | 39 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 46 | 44 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,326,970,726 | $5,511,789,755 | decreased by$815,180,971 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 46 | 44 | decreased by2 |
| Apr 1, 2022 | Employees | 41 | 44 | increased by3 |
| Apr 1, 2022 | Clients | 51 | 46 | decreased by5 |
| Apr 1, 2022 | AUM | $5,731,454,084 | $6,326,970,726 | increased by$595,516,642 |
| Apr 1, 2022 | Accounts | 51 | 46 | decreased by5 |
| Sep 1, 2021 | Employees | 40 | 41 | increased by1 |
| Sep 1, 2021 | Clients | 50 | 51 | increased by1 |
| Sep 1, 2021 | AUM | $5,068,515,936 | $5,731,454,084 | increased by$662,938,148 |
| Sep 1, 2021 | Accounts | 50 | 51 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GREYCOURT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GREYCOURT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.