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GREYSTAR INVESTMENT GROUP, LLC
CRD 160665File 801-78751
APPROVED
Custody
Filing as of Sep 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$36.50B
Top 10% of cohort (national)
Discretionary AUM
$30.96B
Non-discretionary $5.54B
Clients
69
70 accounts
Employees
588
Top 10% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Nov 20, 2013
- Principal office
- 465 MEETING STREET, SUITE 500, CHARLESTON, SC, 29403
- Phone
- 843-579-9400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $36.50B
- Discretionary AUM
- $30.96B
- Non-discretionary AUM
- $5.54B
- Discretionary accounts
- 34
- Non-discretionary accounts
- 36
- Total accounts
- 70
- AUM per client
- $529.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $119.0M |
| Pooled investment vehicles | 69 | $36.38B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — DEVELOPMENT, PROPERTY MANAGEMENT, CONSTRUCTION AND OTHER FEES
- 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
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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 | 551 | 588 | increased by37 |
| Apr 1, 2026 | Clients | 67 | 69 | increased by2 |
| Apr 1, 2026 | AUM | $30,878,000,589 | $36,499,708,448 | increased by$5,621,707,859 |
| Apr 1, 2026 | Accounts | 68 | 70 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 287 | 551 | increased by264 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 50 | 67 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $20,529,469,368 | $30,878,000,589 | increased by$10,348,531,221 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 50 | 68 | increased by18 |
| Apr 1, 2022 | Employees | 270 | 287 | increased by17 |
| Apr 1, 2022 | Clients | 41 | 50 | increased by9 |
| Apr 1, 2022 | AUM | $18,980,594,643 | $20,529,469,368 | increased by$1,548,874,725 |
| Apr 1, 2022 | Accounts | 41 | 50 | increased by9 |
| 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 “GREYSTAR INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GREYSTAR INVESTMENT” 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.