Greybull Partners Llc
- Regulatory AUM
- $241M
- Discretionary
- $241M
- Clients
- 2
- Avg AUM / client
- $121M
- Accounts
- 2
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Jul 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Corporations and other businesses | 2 | $241M | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Ernest Viera | Manager | Dec 1997 (29y) | Less than 5% | |
| Wilson, James, Macon | Chief Compliance Officer | Aug 2003 (23y) | Less than 5% | |
| Fiege, Carsten, Joachim | Chief Operating Officer | Dec 2022 (4y) | Less than 5% | |
| Choi, Sunna | General Counsel | Nov 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Peloton Llc | Member | Aug 2003 | A | 75% or more |
| Westchester Limited, Llc | Member | Aug 2003 | A | 25% – 50% |
| The Pev Revocable Living Trust | Member | Apr 2014 | B | ≈ 18.75% – 50% via Westchester Limited, Llc |
Estimated effective ownership (look-through of filed bands):
- The Pev Revocable Living Trust: 75% – 100% of Westchester Limited, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- J.P. Morgan $24.9K (100% of AUM) Dec 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗