Grey Street Capital, LLC

Grey Street Capital, LLC is a Registered Investment Adviser based in Chicago, IL, established in April 2017. The firm offers financial planning and consulting services, along with discretionary and non-discretionary management of investment portfolios. Clients have discretion over decisions and are not obligated to act on recommendations. The firm primarily allocates client assets to third-party investment managers and private funds, tailoring services to meet individual client needs. Grey Street Capital may recommend engaging the firm for additional services, but clients retain ultimate decision-making authority. The firm manages assets totaling $2,028,277,602 as of 12/31/23, with a minimum account requirement of $10,000,000 for new client relationships. Wealth management fees range from .60% to .20% based on a tiered structure. Grey Street Capital may receive compensation from private funds it manages, creating a potential conflict of interest. The firm exercises investment discretion for clients, with the authority to make decisions on securities, amounts, timing, and manager selection. Clients receive regular account reviews and reports, and the firm may vote proxies on behalf of clients. Grey Street Capital does not disclose financial information as it meets regulatory requirements. For more details, contact (312) 635-7160 or visit www.greystreet.com.