{
  "crd_number": 111936,
  "slug": "greycourt-and-co-inc-pittsburgh-pa-111936",
  "primary_business_name": "GREYCOURT & CO., INC.",
  "legal_name": "GREYCOURT LLC",
  "dbas": [],
  "city": "Pittsburgh",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "38300",
  "metro": {
    "cbsa_code": "38300",
    "common_name": "Pittsburgh",
    "msa_name": "Pittsburgh, PA",
    "path": "/advisors/pa/pittsburgh"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2001-06-22",
  "years_registered": 25,
  "period": "2026-10-01",
  "filing_date": "2026-08-04",
  "carried_forward": false,
  "raum_total": 6608873377.0,
  "raum_discretionary": 84547662.0,
  "raum_non_discretionary": 6524325715.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 37,
  "advisory_employees": 19,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 1999921760.0,
      "count": 8
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 4608951617.0,
      "count": 36
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "MD",
    "MN",
    "MT",
    "NJ",
    "NY",
    "OH",
    "OR",
    "PA",
    "TN",
    "TX"
  ],
  "websites": [
    "https://greycourt.com",
    "https://linkedin.com/company/greycourt",
    "https://twitter.com/GreycourtCo"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111936",
  "city_as_filed": "PITTSBURGH",
  "url": "https://advisorcensus.com/firm/greycourt-and-co-inc-pittsburgh-pa-111936",
  "display_name": "Greycourt & Co., Inc.",
  "summary": "Greycourt & Co., Inc. is an SEC-registered investment advisory firm in Pittsburgh, PA, registered since 2001, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 4, 2026.",
  "citation": "AdvisorCensus. Greycourt & Co., Inc. (CRD 111936): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Greycourt & Co., Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Greycourt & Co., Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Greycourt & Co., Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated August 4, 2026 states: Asset-based fee: up to 0.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Greycourt & Co., Inc. located?",
      "a": "Greycourt & Co., Inc.'s principal office is in Pittsburgh, PA, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Greycourt & Co., Inc. registered with the SEC or a state?",
      "a": "Greycourt & Co., Inc. is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 111936."
    },
    {
      "q": "How much does Greycourt & Co., Inc. manage?",
      "a": "Greycourt & Co., Inc. reports $6,608,873,377 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (1% discretionary)."
    },
    {
      "q": "How have Greycourt & Co., Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Greycourt & Co., Inc.: Regulatory assets under management: $5,731,454,084 in the October 2021 data and $6,608,873,377 in the October 2026 data, up 15%. Total employees: 41 in October 2021 and 37 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Greycourt & Co., Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (36); charitable organizations (8)."
    },
    {
      "q": "Which custodians does Greycourt & Co., Inc. use?",
      "a": "Greycourt & Co., Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon Capital Markets, LLC, J.P. Morgan Securities LLC and Northern Trust Securities, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Greycourt & Co., Inc. report any disciplinary disclosures?",
      "a": "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/111936"
    },
    {
      "q": "What changed in Greycourt & Co., Inc.'s recent Form ADV filings?",
      "a": "In the September 2026 filing data: Reported a succession: took over the business of Greycourt & Co., Inc. (CRD 111936) on August 1, 2026. Changed its legal name from Greycourt & Co., Inc. to Greycourt LLC. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 5731454084.0,
      "total_employees": 41,
      "filing_date": "2021-08-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 6326970726.0,
      "total_employees": 44,
      "filing_date": "2022-05-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 5191844800.0,
      "total_employees": 43,
      "filing_date": "2023-09-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 5091189265.0,
      "total_employees": 42,
      "filing_date": "2024-04-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 5511789755.0,
      "total_employees": 39,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 6608873377.0,
      "total_employees": 37,
      "filing_date": "2026-08-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Reported a succession: took over the business of Greycourt & Co., Inc. (CRD 111936) on August 1, 2026.",
        "Changed its legal name from Greycourt & Co., Inc. to Greycourt LLC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 20 to 19.",
        "Regulatory assets under management went from $5,511,789,755 to $6,608,873,377 (+20%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 4, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "0.5% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$400,000",
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 0.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Our minimum annual fee is $400,000 and our maximum blended asset-based fee is 0.50% per year, in both cases subject to negotiation and exceptions based on the scope and nature of services provided."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $400,000"
        ],
        "quotes": [
          "Our minimum annual fee is $400,000 and our maximum blended asset-based fee is 0.50% per year, in both cases subject to negotiation and exceptions based on the scope and nature of services provided."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 0.5,
      "account_minimum": null,
      "minimum_annual_fee": 400000.0,
      "planning": []
    },
    "quotes": [
      "Our minimum annual fee is $400,000 and our maximum blended asset-based fee is 0.50% per year, in both cases subject to negotiation and exceptions based on the scope and nature of services provided.",
      "Our minimum annual fee is $400,000 and our maximum blended asset-based fee is 0.50% per year, in both cases subject to negotiation and exceptions based on the scope and nature of services provided."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BNY Mellon Capital Markets, LLC",
      "name_as_filed": "BNY MELLON CAPITAL MARKETS, LLC",
      "affiliated": false
    },
    {
      "name": "J.P. Morgan Securities LLC",
      "name_as_filed": "J.P. MORGAN SECURITIES LLC",
      "affiliated": false
    },
    {
      "name": "Northern Trust Securities, Inc.",
      "name_as_filed": "NORTHERN TRUST SECURITIES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/greycourt-and-co-inc-pittsburgh-pa-111936.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 36,
      "fewer_than_5": false,
      "raum": 4608951617.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 8,
      "fewer_than_5": false,
      "raum": 1999921760.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111936",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}