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GREY ROCK MANAGEMENT PARTNERS IV, LLC

DALLAS, TX · CRD 317664 · IAPD ↗ · grey-rock.com · 214-396-2850

$856.7MRegulatory AUM
15Advisory reps
29Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — GREY ROCK MANAGEMENT PARTNERS IV, LLC grew from 10 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
38
August 2025 — GREY ROCK MANAGEMENT PARTNERS IV, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — GREY ROCK MANAGEMENT PARTNERS IV, LLC crossed $500M in regulatory AUM ($384.5M -> $733.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
59
April 2025 — GREY ROCK MANAGEMENT PARTNERS IV, LLC grew from 4 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
38
April 2024 — GREY ROCK MANAGEMENT PARTNERS IV, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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