← Tributary

GREYFELL CAPITAL MANAGEMENT

TAMPA, FL · CRD 315480 · IAPD ↗ · greyfellmanagement.com · (917) 826-2984

$1.00BRegulatory AUM
5Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

55
February 2024 — GREYFELL CAPITAL MANAGEMENT (TAMPA, FL) left the SEC roster (was $1.00B RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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