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GREYBULL PARTNERS LLC
CRD 128390File 801-62357
APPROVED
Filing as of Jul 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$241.0M
Below cohort median (national)
Discretionary AUM
$241.0M
Clients
2
2 accounts
Employees
20
Below cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 17, 2003
- Principal office
- 1180 PEACHTREE STREET, NE, SUITE 2350, ATLANTA, GA, 30309
- Phone
- 404-815-8772
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $241.0M
- Discretionary AUM
- $241.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2
- Non-discretionary accounts
- 0
- Total accounts
- 2
- AUM per client
- $120.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $241.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- 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 | AUM | $216,518,544 | $241,003,593 | increased by$24,485,049 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 20 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 2 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $359,678 | $216,518,544 | increased by$216,158,866 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1 | 2 | increased by1 |
| Apr 1, 2022 | AUM | $401,191 | $359,678 | decreased by$41,513 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GREYBULL PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GREYBULL PARTNERS” 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.