Greystar Investment Group, LLC

• A percentage of assets under your management
• Performance-based fees
• Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated March 27, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$36,499,708,448 as of October 2026, filing dated September 30, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Portfolio management for pooled investment vehicles (other than investment companies)
• Portfolio management for businesses (other than small businesses) or institutional clients

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2013 (12 years)

Employees

Total: 588. Performing investment advisory functions: 588.

Wrap fee program participation

No.

Other offices (Schedule D, Section 1.F)

35 other offices, as of the October 2026 filing

Arlington, VAAtlanta, GAAustin, TXBoston, MACharlotte, NCCulver, CADallas, TXDublinExcelsior, MNFrankfurt Am MainFt. Lauderdale, FLGreenwood Village, COHouston, TXLas CondesLondonMadison, NJMadridMelbourneMemphis, TNMohaliNeuilly-Sur-SeineNew York, NYNewport Beach, CAOrlando, FLPhoenix, AZSan Francisco, CASeattle, WASeoulShanghaiSingaporeSouthlake, TXSydneyTampa, FLThe HagueTokyo

States registered or notice-filed

5 states or jurisdictions

CANYSCTNTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $18,980,594,643 in the October 2021 data and $36,499,708,448 in the October 2026 data, up 92%.

Total employees: 270 in October 2021 and 588 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. May 2026
   • Updated its list of owners and control persons (Schedule A).
2. April 2026
   • Employees performing advisory functions went from 551 to 588.
   • Regulatory assets under management went from $30,878,000,589 to $36,499,708,448 (+18%).
   • Changed its office addresses in Charlotte, NC.
   • Changed its office addresses in Dallas, TX.
   • Changed its office addresses in Las Condes.
   • Changed its office addresses in Newport Beach, CA.
   • Changed its office addresses in Seattle, WA.
   • Changed its office addresses in Singapore.
   • Changed its office addresses in Sydney.
   • Changed its office addresses in The Hague.
   • Changed its office addresses in Tokyo.
   • Added an office in Culver, CA.
   • Added an office in Excelsior, MN.
   • Added an office in Madison, NJ.
   • Added an office in Mohali.
   • Added an office in Seoul.
   • Added an office in Southlake, TX.
   • No longer lists an office in Bloomington, MN.
   • No longer lists an office in Chicago, IL.
   • No longer lists an office in Irving, TX.
   • No longer lists an office in Portland, OR.
   • No longer lists an office in Short Hills, NJ.
   • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.