GREYBOX INVESTMENTS
SEC RegisteredCRAFTING PORTFOLIO SOLUTIONS
About the firm
Greybox Investments combines a human-engineered 'grey matter' approach with advanced quantitative risk technology to construct customized, comprehensive portfolio solutions for individuals and institutions. The firm focuses on liquid, high-quality investments, transparent communication, and cost- and tax-efficient strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management including risk- and goal-based asset allocations, and core equity strategies such as Global Core Equity and Large Cap Core Equity Income, utilizing quantitative risk technology and human market intelligence to build diversified, tax-aware portfolios.
Who they serve
Individuals and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 72 | $16M |
| High Net Worth Individuals | 32 | $123M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 3 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Below $1,000,000 | 0.95% |
| From $1,000,001 to $2,500,000 | 0.85% |
| Over $2,500,000 | 0.75% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GREYBOX INVESTMENTS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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