← Tributary

GREYBULL PARTNERS LLC

ATLANTA, GA · CRD 128390 · IAPD ↗ · earnestpartners.com.cn · 404-815-8772

$241.0MRegulatory AUM
8Advisory reps
20Employees
1Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2024 — GREYBULL PARTNERS LLC grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — GREYBULL PARTNERS LLC reported RAUM up 898027% ($24,868 -> $223.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.