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GREYSTAR INVESTMENT GROUP, LLC
CRD 160665File 801-78751
APPROVED
Custody
Filing as of Jun 26, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.