Private fund adviser · Charleston, SC
Greystar Investment Group, LLC
SEC-registered investment adviser · CRD 160665 · SEC 801-78751
At a glance
Greystar Investment Group, LLC is an SEC-registered investment adviser based in Charleston, South Carolina, with $36.5 billion in regulatory assets under management as of its Form ADV filed September 30, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 213th of 4,686 private fund advisers and 561st of 17,210 SEC-registered advisers by assets.
Main office 843-579-9400greystar.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $36B
- Rank among private fund advisers
- #213 of 4,686
- Rank among all SEC RIAs
- #561 of 17,210
- Rank in South Carolina
- #2 of 116
- Clients
- 69
- Accounts
- 70
- Discretionary
- 85% of AUM
- Employees
- 588
- Advisory staff
- 588
- Offices
- 36
Owners and executives on its Form ADV
- Robert A. FaithChairman, Chief Executive Officer and President
- William C. MadduxExecutive Managing Director and Vice President
- James D. RamseyExecutive Managing Director and Vice President
- Wesley H. FullerExecutive Managing Director and Vice President
- Alan J. CarperExecutive Director and Vice President
- Jeannette A. MarshallSenior Managing Director, Investment Legal & Compliance and Vice President
- Michael J. JoyceSenior Managing Director, Research and Strategy
- Jennifer K. VakienerManaging Director, Chief Compliance Officer and Vice President
- Patrick C. DuffyManaging Director, Investment Accounting and Vice President
- Lindsay H. HaussSenior Managing Director, Corporate Accounting and Vice President
Custody and brokerage
Custodian
Greystar Investment Group, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Greystar Investment Group, LLC is a hybrid RIA: 18 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 69 | $36B | 100% |
| Insurance companies | – | $119M | <1% |
Private funds
Greystar Investment Group, LLC reports 51 private funds with $26B in gross assets: private equity funds, real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Greystar Investment Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗greystar.com ↗
AtlasMembers
The full record on Greystar Investment Group, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 458 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 10 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Greystar Investment Group, LLC manage?
Greystar Investment Group, LLC reports $36.5 billion in regulatory assets under management across 70 accounts, 85% of it on a discretionary basis, on its Form ADV filed September 30, 2026.
What kind of firm is Greystar Investment Group, LLC?
Greystar Investment Group, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Greystar Investment Group, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($36.4 billion, 69 clients); insurance companies ($119 million).
Does Greystar Investment Group, LLC manage private funds?
Yes. It reports 51 private funds with $26.5 billion in gross assets, including private equity funds, real estate funds.
Does Greystar Investment Group, LLC have any disciplinary history?
Greystar Investment Group, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Greystar Investment Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →