# Grey Rock Management Partners IV, LLC

> Grey Rock Management Partners IV, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 317664
- Filed as: GREY ROCK MANAGEMENT PARTNERS IV, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317664
- AdvisorCensus page: https://advisorcensus.com/firm/grey-rock-management-partners-iv-llc-dallas-tx-317664

## Quick answers

**How is Grey Rock Management Partners IV, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Grey Rock Management Partners IV, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Grey Rock Management Partners IV, LLC located?**
Grey Rock Management Partners IV, LLC's principal office is in Dallas, TX, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Grey Rock Management Partners IV, LLC registered with the SEC or a state?**
Grey Rock Management Partners IV, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 317664.

**How much does Grey Rock Management Partners IV, LLC manage?**
Grey Rock Management Partners IV, LLC reports $856,660,947 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Grey Rock Management Partners IV, LLC's assets and staff changed since 2022?**
In the Form ADV data for Grey Rock Management Partners IV, LLC: Regulatory assets under management: $50,000,000 in the October 2022 data and $856,660,947 in the October 2026 data, up 1613%. Total employees: 17 in October 2022 and 29 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Grey Rock Management Partners IV, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Grey Rock Management Partners IV, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317664

**What changed in Grey Rock Management Partners IV, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 15. Regulatory assets under management went from $703,359,638 to $856,660,947 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $856,660,947
- Discretionary: $856,660,947
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $856,660,947 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 29 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Dallas, TX
- Houston, TX

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $50,000,000 | 17 | August 22, 2022 |
| October 2023 | $159,161,987 | 20 | May 16, 2023 |
| October 2024 | $384,474,621 | 25 | August 7, 2024 |
| October 2025 | $703,359,638 | 24 | July 2, 2025 |
| October 2026 | $856,660,947 | 29 | March 31, 2026 |

Regulatory assets under management: $50,000,000 in the October 2022 data and $856,660,947 in the October 2026 data, up 1613%.
Total employees: 17 in October 2022 and 29 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 15.
- Regulatory assets under management went from $703,359,638 to $856,660,947 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grey Rock Management Partners IV, LLC (CRD 317664): Form ADV filing data as of October 2026.