{"url":"https://nivawealth.com/firms/greybull-advisors-317767","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/317767","regulatoryAum":513589887,"crd":"317767","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4998103","suffix":null,"lastName":"Fletcher","firstName":"Susannah","middleName":"Marie"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-03-31","regulatoryAum":178264201,"clients":2,"employees":10,"offices":2},{"filedOn":"2023-03-28","regulatoryAum":240841676,"clients":2,"employees":9,"offices":1},{"filedOn":"2024-07-15","regulatoryAum":263219237,"clients":2,"employees":12,"offices":1},{"filedOn":"2025-07-31","regulatoryAum":310832010,"clients":3,"employees":13,"offices":1},{"filedOn":"2026-08-06","regulatoryAum":513589887,"clients":4,"employees":12,"offices":1}],"secFileNumber":"801-124891","legalName":"Greybull Advisors, LLC","displayName":"Greybull Advisors","slug":"greybull-advisors-317767","website":null,"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/1019706","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1115 Maple Way, Suite B","city":"Jackson","state":"WY","stateName":"Wyoming","country":"United States","postalCode":"83001"},"tradeNames":["Greybull Stewardship"],"registration":{"secApproved":"2 May 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":12,"advisory":6,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":513589887,"discretionary":513589887,"discretionaryAccounts":4,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":4,"regulatoryAum":513589887}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Greybull Advisors has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Mason Myers","title":"Founder, Chief Executive Officer","crd":"6039532"},{"name":"Ronan Carr","title":"Vice President, Investments","crd":"6560128"},{"name":"Matthew Stabler","title":"Chief Operating Officer / Chief Compliance Officer","crd":"7863693"},{"name":"Alexander Kovriga","title":"Partner","crd":"6050274"}],"ownership":[{"label":"Mason Myers","detail":"Founder, chief executive officer in the 75% or more ownership band and a control person, since August 2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Wyoming","offices":1,"addresses":[{"street":"1115 Maple Way, Suite B","city":"Jackson","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"307-364-6400","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":4},"sources":{"adv1FilingDate":"6 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/317767/PDF/317767.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Greybull Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Greybull Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Greybull Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Greybull Advisors?","answer":"Greybull Advisors’ direct owner is Mason Myers (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 6 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Greybull Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Greybull Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}