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Greybull Advisors

Private funds

Jackson, WYCRD 317767Updated

Greybull Advisors is an investment adviser based in Jackson, WY, registered with the SEC since 2022. It provides investment management. Its clients include pooled investment vehicles. Its regulatory assets under management total $514 million, as filed on 6 August 2026.

4
Clients
Not reported
AUM per individual client
6
Advisory staff
1
Offices

From Form ADV filed 6 August 2026SEC record

Services and clients

Greybull Advisors provides portfolio management for pooled vehicles. The firm advises 4 private funds.

Greybull Advisors reports 4 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($514M across 4 accounts) are managed with discretion.

Clients and assets by client type
Clients4 clients
Assets$514M
Share of clients and assets by client type
Client typeClientsAssets
Pooled investment vehicles100%100%
Client breakdown and activity details
Pooled investment vehicles
Clients
4
Regulatory AUM
$514M
AUM share
100.0%
Avg. per client
$128M

Total

Clients
4
Regulatory AUM
$514M
AUM share
100%
Avg. per client
$128M
Clients outside the U.S.
0%
Clients advised without assets under management last fiscal year
0
Private funds advised
4

Fees and minimums

Greybull Advisors is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.

Ownership and people

Mason Myers owns 75% or more of Greybull Advisors. Mason Myers is CEO; the leadership team includes President Ronan Carr and Chief Operating Officer Matthew Stabler. It has 12 employees, 6 of them in advisory roles.

Leadership

  • Mason Myers
    Founder, Chief Executive Officer
  • Ronan Carr
    Vice President, Investments
  • Matthew Stabler
    Chief Operating Officer / Chief Compliance Officer
  • Alexander Kovriga
    Partner

Investment adviser representatives

1 representatives listed in the SEC register as of 9 October 2026.

  • Susannah Marie Fletcher

Staff

  • 12 employees
  • 6 in advisory functions
  • 1 state-registered rep
Who owns the firm
Greybull Advisors, LLC· the adviser
  • Mason Myers

    Control person · since August 2021

    Owns 75% or more of Greybull Advisors, LLC

Growth and acquisitions

Greybull Advisors’ regulatory assets grew 2.9× from $178M (March 2022) to $514M (August 2026); clients rose from 2 to 4 and employees from 10 to 12.

By annual filing
Measure
Figures from each annual filing
Greybull Advisors figures from each annual Form ADV filing
FiledRegulatory AUMClientsEmployeesOffices
August 2026$514M4121
July 2025$311M3131
July 2024$263M2121
March 2023$241M291
March 2022$178M2102

Offices and registration details

Besides its headquarters, Greybull Advisors has 0 offices, with 1 listed address in Wyoming.

Listed office addresses in Wyoming
Jackson

Wyoming · 1 listed address

  • 1115 Maple Way, Suite B, JacksonHQ

Other business names

Greybull Advisors has reported 1 other business name to the SEC.

  • Greybull Stewardship

Contact and registration details

Legal name
Greybull Advisors, LLC
Headquarters
1115 Maple Way, Suite B, Jackson, WY 83001
Website
Not reported
LinkedIn
@1019706
SEC file
801-124891
Structure
Delaware LLC
Fiscal year end
December

Custodians

Greybull Advisors has custody of client assets.

Common questions

How many clients does Greybull Advisors have?

Greybull Advisors has 4 clients and manages $514 million for them, as of August 2026. They include 4 pooled investment vehicles.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 August 2026

What services does Greybull Advisors offer?

Greybull Advisors provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Greybull Advisors have?

Greybull Advisors has 1 investment adviser representative registered with state securities authorities, out of 12 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Greybull Advisors?

Greybull Advisors’ direct owner is Mason Myers (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 6 August 2026

How does Greybull Advisors get paid?

Greybull Advisors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

How do I contact Greybull Advisors?

Greybull Advisors’ main office is at 1115 Maple Way, Suite B, Jackson, WY 83001. Its phone number is 307-364-6400.

Source: Form ADV Part 1A, Item 1.F, filed 6 August 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 6 August 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 317767.
  3. SEC registered adviser data, annual Form ADV amendments filed 31 March 2022 to 6 August 2026. Items 1.F and 5.
  4. SEC investment adviser representative register, as of 9 October 2026; loaded 10 October 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

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