Grays Peak Capital LP (New York)


Grays Peak Capital LP is a mid-sized advisory firm based in New York. It manages $25.3 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2015.

Grays Peak Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Grays Peak Capital: assets under management

The assets under management (AUM) of Grays Peak Capital LP is $25.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 743% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.22 million each.
Grays Peak Capital has custody of $5.2 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Grays Peak Capital LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Scott Blades Stevens Owner 1 Jan 2009 75% - 100% 3093351
Sbs Management Managing member 1 Apr 2015 75% - 100% 26-4574946

Based in New York

The principal office where Grays Peak Capital LP performs its advisory services is located at 777 Third Avenue, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-468-5670. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at grayspeakcapital.com/.