{ "crd_number": 160665, "slug": "greystar-investment-group-llc-charleston-sc-160665", "primary_business_name": "GREYSTAR INVESTMENT GROUP, LLC", "legal_name": "GREYSTAR INVESTMENT GROUP, LLC", "dbas": [], "city": "Charleston", "state": "SC", "country": "United States", "cbsa_code": "16700", "metro": { "cbsa_code": "16700", "common_name": "Charleston", "msa_name": "Charleston-North Charleston, SC", "path": "/advisors/sc/charleston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2013-11-20", "years_registered": 12, "period": "2026-10-01", "filing_date": "2026-09-30", "carried_forward": false, "raum_total": 36499708448.0, "raum_discretionary": 30964387743.0, "raum_non_discretionary": 5535320705.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 588, "advisory_employees": 588, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "insurance_companies": { "raum": 119036301.0, "count": null, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 36380672147.0, "count": 69 } }, "compensation_types": [ "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "NY", "SC", "TN", "TX" ], "websites": [ "https://greystar.com/business-services/investment-management", "https://linkedin.com/company/greystar", "https://linkedin.com/company/greystar-europe" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160665", "city_as_filed": "CHARLESTON", "url": "https://advisorcensus.com/firm/greystar-investment-group-llc-charleston-sc-160665", "display_name": "Greystar Investment Group, LLC", "summary": "Greystar Investment Group, LLC is an SEC-registered investment advisory firm in Charleston, SC, registered since 2013, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 30, 2026.", "citation": "AdvisorCensus. Greystar Investment Group, LLC (CRD 160665): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Greystar Investment Group, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Greystar Investment Group, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other." }, { "q": "Where is Greystar Investment Group, LLC located?", "a": "Greystar Investment Group, LLC's principal office is in Charleston, SC, according to its Form ADV; the October 2026 filing also lists 35 other offices (Schedule D, Section 1.F)." }, { "q": "Is Greystar Investment Group, LLC registered with the SEC or a state?", "a": "Greystar Investment Group, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 160665." }, { "q": "How much does Greystar Investment Group, LLC manage?", "a": "Greystar Investment Group, LLC reports $36,499,708,448 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (85% discretionary)." }, { "q": "How have Greystar Investment Group, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Greystar Investment Group, LLC: 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. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Greystar Investment Group, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (69)." }, { "q": "Does Greystar Investment Group, LLC 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/160665" }, { "q": "What changed in Greystar Investment Group, LLC's recent Form ADV filings?", "a": "In the May 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 18980594643.0, "total_employees": 270, "filing_date": "2021-06-04" }, { "period": "2022-10-01", "regulatory_assets_under_management": 20529469368.0, "total_employees": 287, "filing_date": "2022-09-23" }, { "period": "2023-10-01", "regulatory_assets_under_management": 26631669631.0, "total_employees": 368, "filing_date": "2023-08-04" }, { "period": "2024-10-01", "regulatory_assets_under_management": 28309013200.0, "total_employees": 510, "filing_date": "2024-08-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 30878000589.0, "total_employees": 551, "filing_date": "2025-07-10" }, { "period": "2026-10-01", "regulatory_assets_under_management": 36499708448.0, "total_employees": 588, "filing_date": "2026-09-30" } ], "recent_changes": [ { "period": "2026-05-01", "period_label": "May 2026", "notes": [ "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 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)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/greystar-investment-group-llc-charleston-sc-160665.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 69, "fewer_than_5": false, "raum": 36380672147.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": null, "fewer_than_5": true, "raum": 119036301.0 } ], "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/160665", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }