{"url":"https://nivawealth.com/firms/greystar-investment-group-160665","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/160665","regulatoryAum":36499708448,"crd":"160665","secFileNumber":"801-78751","legalName":"Greystar Investment Group, LLC","displayName":"Greystar Investment Group","website":"https://www.greystar.com/business-services/investment-management","linkedinUrl":"https://www.linkedin.com/company/greystar/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"465 Meeting Street, Suite 500","city":"Charleston","state":"SC","stateName":"South Carolina","country":"United States","postalCode":"29403"},"tradeNames":[],"registration":{"secApproved":"20 November 2013","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":588,"advisory":588,"brokerDealerReps":18,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":30964387743,"discretionaryAccounts":34,"nonDiscretionary":5535320705,"nonDiscretionaryAccounts":36,"wrapProgram":null,"nonUsClientsPct":24,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":69,"regulatoryAum":36380672147},{"label":"Insurance companies","clients":null,"regulatoryAum":119036301}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Greystar Investment Group has custody of $89.8M for 13 clients.","otherCustodians":[],"leadership":[{"name":"Robert Faith","title":"Chairman, Chief Executive Officer and President","crd":"4506262"},{"name":"Alan Carper","title":"Executive Director and Vice President","crd":"6144159"},{"name":"Patrick Duffy","title":"Managing Director, Investment Accounting and Vice President","crd":"8244731"},{"name":"Wesley Fuller","title":"Executive Managing Director and Vice President","crd":"6243498"},{"name":"Lindsay Hauss","title":"Senior Managing Director, Corporate Accounting and Vice President","crd":"8244734"},{"name":"William Maddux","title":"Executive Managing Director and Vice President","crd":"4506264"},{"name":"Jeannette Marshall","title":"Senior Managing Director, Investment Legal & Compliance and Vice President","crd":"7347589"},{"name":"James Ramsey","title":"Executive Managing Director and Vice President","crd":"6115431"},{"name":"Jennifer Vakiener","title":"Managing Director, Chief Compliance Officer and Vice President","crd":"5156482"},{"name":"Michael Joyce","title":"Senior Managing Director, Research and Strategy","crd":"6016136"}],"ownership":[{"label":"GS Im Holdings, LLC","detail":"Sole member of greystar investment group, llc in the 75% or more ownership band and a control person, since April 2026."},{"label":"Robert Faith","detail":"Indirect owner: manager of Greystar Real Estate Partners, LLC and a control person, since June 2001. Also trustee of Robert A. Faith Revocable Trust and a control person, since March 2017. Also a sole member of Raf Holdings, LLC in the 75% or more band and a control person, since June 2012.","parent":"Greystar Real Estate Partners, LLC"},{"label":"Faith Family Holdings, LP","detail":"Indirect owner: a class a member of Faith Holdings (grep Owning/Voting), LLC in the 75% or more band and a control person, since December 2022.","parent":"Faith Holdings (grep Owning/Voting), LLC"},{"label":"Raf Holdings, LLC","detail":"Indirect owner: general partner of Faith Family Holdings, LP and a control person, since January 2000.","parent":"Faith Family Holdings, LP"},{"label":"Faith Holdings (grep Owning/Voting), LLC","detail":"Indirect owner: a owner of Greystar Real Estate Partners, LLC in the 75% or more band and a control person, since December 2022.","parent":"Greystar Real Estate Partners, LLC"},{"label":"Robert A. Faith Revocable Trust","detail":"Indirect owner: a owner of Faith Family Holdings, LP in the 75% or more band and a control person, since December 2017.","parent":"Faith Family Holdings, LP"},{"label":"GS Apb Holdings, LLC","detail":"Indirect owner: a sole member of GS Im Holdings, LLC in the 75% or more band and a control person, since April 2026.","parent":"GS Im Holdings, LLC"},{"label":"GS Americas Holdings, LLC","detail":"Indirect owner: a sole member of GS Apb Holdings, LLC in the 75% or more band and a control person, since April 2026.","parent":"GS Apb Holdings, LLC"},{"label":"Greystar Real Estate Partners, LLC","detail":"Indirect owner: a sole member of GS Americas Holdings, LLC in the 75% or more band and a control person, since April 2026.","parent":"GS Americas Holdings, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":35,"privateResidences":0},"listedOfficeAddresses":22,"officesByState":[{"state":"Arizona","offices":1,"addresses":[{"street":"2525 East Camelback Road","city":"Phoenix"}]},{"state":"California","offices":3,"addresses":[{"street":"450 Sansome Street","city":"San Francisco"},{"street":"620 Newport Center Drive","city":"Newport Beach"},{"street":"10000 Washington Boulevard","city":"Culver"}]},{"state":"Colorado","offices":1,"addresses":[{"street":"5445 DTC Parkway","city":"Greenwood Village"}]},{"state":"Florida","offices":3,"addresses":[{"street":"301 East Pine Street","city":"Orlando"},{"street":"788 East Las Olas Boulevard","city":"FT. Lauderdale"},{"street":"3615 Bromley Grand Avenue","city":"Tampa"}]},{"state":"Georgia","offices":1,"addresses":[{"street":"1545 Peachtree ST. Ne","city":"Atlanta"}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"One Federal Street","city":"Boston"}]},{"state":"Minnesota","offices":1,"addresses":[{"street":"202 Water Street","city":"Excelsior"}]},{"state":"New Jersey","offices":1,"addresses":[{"street":"5 Giralda Farms","city":"Madison"}]},{"state":"New York","offices":1,"addresses":[{"street":"280 Park Avenue","city":"New York"}]},{"state":"North Carolina","offices":1,"addresses":[{"street":"2151 Hawkins Street","city":"Charlotte"}]},{"state":"South Carolina","offices":1,"addresses":[{"street":"465 Meeting Street, Suite 500","city":"Charleston","headquarters":true}]},{"state":"Tennessee","offices":1,"addresses":[{"street":"999 So. Shady Grove Road","city":"Memphis"}]},{"state":"Texas","offices":4,"addresses":[{"street":"730 Town and Country Boulevard","city":"Houston"},{"street":"2500 Bee Cave Road","city":"Austin"},{"street":"601 State Street (granite Place Two at Southlake)","city":"Southlake"},{"street":"4010 Maple Ave. (endeavor Hall)","city":"Dallas"}]},{"state":"Virginia","offices":1,"addresses":[{"street":"3101 Wilson Boulevard","city":"Arlington"}]},{"state":"Washington","offices":1,"addresses":[{"street":"1700 7th Ave","city":"Seattle"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"843-579-9400","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Other","percent":100,"detail":"Debt Investments in Real Estate, Including Non-Government Guaranteed Classes of Agency Commercial Mortgage-Backed Securitizations, Private Label Commercial Mortgage-Backed Securitizations, Mortgages Collateralized by Multifamily Real Estate , Mezzanine Loans Collateralized by Equity Interests in Single Asset Entities That Own Multifamily Real Estate, Or Preferred Equity Interests in Joint Ventures That Own Multifamily Real Estate."}],"privateFunds":51},"sources":{"adv1FilingDate":"30 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/160665/PDF/160665.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Greystar Investment Group have?","answer":"Greystar Investment Group has 69 clients and manages $36.5 billion for them, as of September 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Greystar Investment Group offer?","answer":"Greystar Investment Group provides portfolio management for pooled vehicles and portfolio management for institutions.","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 Greystar Investment Group have?","answer":"Greystar Investment Group has 0 investment adviser representatives registered with state securities authorities, out of 588 employees, and 588 perform investment advisory functions. 18 are registered representatives of a broker-dealer and 0 are 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":"What does Greystar Investment Group invest in?","answer":"At the end of its last fiscal year, Greystar Investment Group’s separately managed accounts held 100% debt investments in real estate, including non-government guaranteed classes of agency commercial mortgage-backed securitizations, private label commercial mortgage-backed securitizations, mortgages collateralized by multifamily real estate , mezzanine loans collateralized by equity interests in single asset entities that own multifamily real estate, or preferred equity interests in joint ventures that own multifamily real estate.. It advises 51 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Greystar Investment Group?","answer":"Greystar Investment Group is owned through a chain of holding companies by Robert Faith and Robert A. Faith Revocable Trust. Its direct owner is GS Im Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Greystar Investment Group get paid?","answer":"Greystar Investment Group is paid through a percentage of assets under management, performance-based fees and other arrangements. 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"}}],"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 Wealth 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."}