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GRAYPOINT LLC
ALBANY, NY
(518) 641-6860
SEC #801-64417Total AUM
$4.6B
Employees
69Clients
816Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4 TOWER PLACE
SUITE 1001
ALBANY
NY 12203-3710
United States
SUITE 1001
ALBANY
NY 12203-3710
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
(518) 641-6860
Other Offices
1
Financials
Total AUM
$4.6B
Accounts
818Discretionary
$4.6B
Accounts
791Non-Discretionary
$64.8M
Accounts
27
Clients
Individual Clients
264AUM
$168.4M
HNW Individual Clients
435AUM
$2.8B
Pension/Profit Sharing Plan Clients
24AUM
$56.3M
Charitable Organization Clients
60AUM
$432.4M
Government Entity Clients
1AUM
$9.9M
Corporation or Business Clients
10AUM
$928.1M
Other Clients
22AUM
$214.8M
Description of Other Clients
LIMITED LIABILITY COMPANIES AND MUNICIPAL PENSIONS
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FAMILY LIMITED PARTNERSHIPS/FAMILY OFFICE SERVICES; CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NY
Affiliates
Affiliates
Reported 17 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.