Grey Rock Asset Management, LLC

1836 Asset Management, LLC, based in Dallas, Texas, was previously known as Grey Rock Asset Management and is owned by Doug Wall and Griffin Perry. The firm offers investment management services to separately managed account clients, considering individual client goals, suitability, investment objectives, and risk tolerance. Clients may impose restrictions on investing in certain securities. The firm provides investment supervisory services, including manager selection, fee negotiation, asset allocation, performance monitoring, and assistance with investment recommendations. 1836 hires subadvisers to manage client accounts and may recommend unaffiliated investment managers based on various factors. The firm's investment strategies include long-term and short-term purchases, trading, short sales, margin transactions, and option writing. Clients must have minimum investable assets of $500,000, which is negotiable. Fees are negotiated on a client-by-client basis, not exceeding 3% of assets under management, and are payable quarterly in advance. The firm does not manage accounts with performance-based fees and reviews client accounts at least quarterly. Clients receive reports discussing account performance annually and statements from the custodian quarterly. The firm does not receive compensation for client referrals and does not vote proxies for client securities. The firm does not have any financial commitments impairing its ability to meet client obligations or bankruptcy proceedings. For more information, visit www.adviserinfo.sec.gov.