# Greystar Investment Group, LLC

> 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.

- CRD: 160665
- Filed as: GREYSTAR INVESTMENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charleston, SC
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160665
- AdvisorCensus page: https://advisorcensus.com/firm/greystar-investment-group-llc-charleston-sc-160665

## Quick answers

**How is Greystar Investment Group, LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Greystar Investment Group, LLC located?**
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).

**Is Greystar Investment Group, LLC registered with the SEC or a state?**
Greystar Investment Group, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 160665.

**How much does Greystar Investment Group, LLC manage?**
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).

**How have Greystar Investment Group, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Greystar Investment Group, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (69).

**Does Greystar Investment Group, 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/160665

**What changed in Greystar Investment Group, LLC's recent Form ADV filings?**
In the May 2026 filing data: 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
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $36,499,708,448
- Discretionary: $30,964,387,743
- Non-discretionary: $5,535,320,705

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 69 | $36,380,672,147 |
| Insurance companies | Fewer than 5 | $119,036,301 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2013 (12 years)
- Employees: 588 total, 588 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Arlington, VA
- Atlanta, GA
- Austin, TX
- Boston, MA
- Charlotte, NC
- Culver, CA
- Dallas, TX
- Dublin
- Excelsior, MN
- Frankfurt Am Main
- Ft. Lauderdale, FL
- Greenwood Village, CO
- Houston, TX
- Las Condes
- London
- Madison, NJ
- Madrid
- Melbourne
- Memphis, TN
- Mohali
- Neuilly-Sur-Seine
- New York, NY
- Newport Beach, CA
- Orlando, FL
- Phoenix, AZ
- San Francisco, CA
- Seattle, WA
- Seoul
- Shanghai
- Singapore
- Southlake, TX
- Sydney
- Tampa, FL
- The Hague
- Tokyo

### Websites listed on Form ADV (Item 1.I)
- greystar.com/business-services/investment-management
- LinkedIn @greystar
- LinkedIn @greystar-europe

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $18,980,594,643 | 270 | June 4, 2021 |
| October 2022 | $20,529,469,368 | 287 | September 23, 2022 |
| October 2023 | $26,631,669,631 | 368 | August 4, 2023 |
| October 2024 | $28,309,013,200 | 510 | August 28, 2024 |
| October 2025 | $30,878,000,589 | 551 | July 10, 2025 |
| October 2026 | $36,499,708,448 | 588 | September 30, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

### 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greystar Investment Group, LLC (CRD 160665): Form ADV filing data as of October 2026.