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GREYLOCK CAPITAL MANAGEMENT, LLC

CRD 137825File 801-65137
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$313.9M
Below cohort median (national)
Discretionary AUM
$313.7M
Non-discretionary $205K
Clients
5
5 accounts
Employees
6
Below cohort median in CT

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
BRO
Registration date
Feb 1, 2006
Principal office
600 SUMMER STREET, SUITE 604, STAMFORD, CT, 06901-1486
Phone
1-212-808-1800

Assets & accounts

ADV Item 5F
Total regulatory AUM
$313.9M
Discretionary AUM
$313.7M
Non-discretionary AUM
$205K
Discretionary accounts
4
Non-discretionary accounts
1
Total accounts
5
AUM per client
$62.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizationsFewer than 5$226.4M
Pooled investment vehicles3$87.2M
State or municipal government entitiesFewer than 5$205K

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026AUM$223,649,498$313,880,151increased by$90,230,653
Apr 1, 2026Accounts65decreased by1
May 1, 2025
vs Oct 1, 2022
Employees96decreased by3
May 1, 2025
vs Oct 1, 2022
Clients95decreased by4
May 1, 2025
vs Oct 1, 2022
AUM$311,339,484$223,649,498decreased by$87,689,986
May 1, 2025
vs Oct 1, 2022
Accounts106decreased by4
Apr 1, 2022Clients109decreased by1
Apr 1, 2022AUM$458,428,775$311,339,484decreased by$147,089,291
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “GREYLOCK CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GREYLOCK CAPITAL” 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.