# Grey Helm Capital

> Grey Helm Capital is an exempt reporting adviser in Dallas, TX, filing reports since 2022. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 311810
- Filed as: GREY HELM CAPITAL
- Legal name: Grey Helm Capital LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311810
- AdvisorCensus page: https://advisorcensus.com/firm/grey-helm-capital-dallas-tx-311810

## Quick answers

**Where is Grey Helm Capital located?**
Grey Helm Capital's principal office is in Dallas, TX, according to its Form ADV.

**How does Grey Helm Capital report to regulators?**
Grey Helm Capital is an exempt reporting adviser, filing reports since 2022. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 311810.

**Does Grey Helm Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311810

## From the Form ADV filing

### Firm details
- Reporting since: 2022 (4 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- greyhelmcapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | Not reported | Not reported | March 25, 2022 |
| October 2023 | Not reported | Not reported | March 30, 2023 |
| October 2024 | Not reported | Not reported | March 18, 2024 |
| October 2025 | Not reported | Not reported | March 18, 2025 |
| October 2026 | Not reported | Not reported | August 31, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grey Helm Capital (CRD 311810): Form ADV filing data as of October 2026.