# Greycourt & Co., Inc.

> 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.

- CRD: 111936
- Filed as: GREYCOURT & CO., INC.
- Legal name: Greycourt LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsburgh, PA
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111936
- AdvisorCensus page: https://advisorcensus.com/firm/greycourt-and-co-inc-pittsburgh-pa-111936

## Quick answers

**How is Greycourt & Co., Inc. compensated?**
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).

**How much does Greycourt & Co., Inc. charge?**
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.

**Where is Greycourt & Co., Inc. located?**
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).

**Is Greycourt & Co., Inc. registered with the SEC or a state?**
Greycourt & Co., Inc. is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 111936.

**How much does Greycourt & Co., Inc. manage?**
Greycourt & Co., Inc. reports $6,608,873,377 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (1% discretionary).

**How have Greycourt & Co., Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Greycourt & Co., Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (36); charitable organizations (8).

**Which custodians does Greycourt & Co., Inc. use?**
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.

**Does Greycourt & Co., Inc. 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/111936

**What changed in Greycourt & Co., Inc.'s recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 4, 2026)

- Asset-based fee: up to 0.5% of assets a year (the maximum the brochure states)

> 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.

- Minimum annual fee: $400,000

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon Capital Markets, LLC
- J.P. Morgan Securities LLC
- Northern Trust Securities, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $6,608,873,377
- Discretionary: $84,547,662
- Non-discretionary: $6,524,325,715

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 36 | $4,608,951,617 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 8 | $1,999,921,760 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2001 (25 years)
- Employees: 37 total, 19 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MD, MN, MT, NJ, NY, OH, OR, PA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Nashville, TN
- Portland, OR
- San Antonio, TX

### Websites listed on Form ADV (Item 1.I)
- greycourt.com
- LinkedIn @greycourt
- X @GreycourtCo

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,731,454,084 | 41 | August 25, 2021 |
| October 2022 | $6,326,970,726 | 44 | May 19, 2022 |
| October 2023 | $5,191,844,800 | 43 | September 6, 2023 |
| October 2024 | $5,091,189,265 | 42 | April 19, 2024 |
| October 2025 | $5,511,789,755 | 39 | March 25, 2025 |
| October 2026 | $6,608,873,377 | 37 | August 4, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- 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).

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greycourt & Co., Inc. (CRD 111936): Form ADV filing data as of October 2026.