Greywolf Loan Management LP (Purchase)

Greywolf Loan Management LP is a large advisory firm based in Purchase. It manages $2.16 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2017.

Greywolf Loan Management 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.

Greywolf Loan Management: assets under management

The assets under management (AUM) of Greywolf Loan Management LP is $2.16 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and $2.16 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $2.16 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $540.49 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Greywolf Loan Management LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Greywolf Loan Management serves?

The only and largest group of clients of Greywolf Loan Management is pooled investment vehicles with 4 clients and $2.16 billion of assets under management. Among the 5 most similar advisory firms, Greywolf Loan Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.16 billion for 4 clients. 100% of the firm’s clients are foreign persons or businesses.

Greywolf Loan Management also advises several private funds. Namely, six securitized asset funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Greywolf Loan Management LP

The company employs 11 people that are either part- or full-time employees. 82 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher George Samios	Chief compliance officer & general counsel	1 Feb 2017	Other	5774944
Jeffrey Daniel Silva	Chief financial officer	1 Feb 2017	Other	4371198
Jonathan Stephen Savitz	Limited partner	1 Feb 2017	25% - 50%	1736441
William Robert Troy	Limited partner	1 Feb 2017	Other	1140273
James Roland Gillespie	Limited partner	1 Feb 2017	25% - 50%	2774894
Brett Matthew Bush	Limited partner	1 Feb 2017	Other	5070402
Joseph C Marconi	Limited partner	1 Feb 2017	Other	2388729
Greywolf Gp Llc	General partner	1 Feb 2017	Other	54-2104223
Greywolf Capital Management Lp	General partner and series 2017-a limited partner	1 Jun 2017	75% - 100%	138715

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jonathan Stephen Savitz	Chief executive officer	1 Feb 2003	25% - 50%	1736441
Jonathan Stephen Savitz	Managing member	1 Mar 2003	75% - 100%	1736441
James Roland Gillespie	Limited partner	1 Mar 2003	25% - 50%	2774894
Greywolf Gp Llc	General partner	1 Mar 2003	Other	54-2104223

Based in Purchase

The principal office where Greywolf Loan Management LP performs its advisory services is located at 4 Manhattanville Road, Purchase, NY 10577, 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 914-251-8200 or by fax 914-251-8244. The normal business hours are 8:00am - 6:00pm on Monday - Friday.