AUMdb

Greylock Peak Investments, Llc

SEC-registered Investment Adviser CRD 158941 · SEC file 801-117887 · New York, NY · WWW.GREYLOCKPEAK.COM
☆ Save with Pro ADV data as of Feb 04, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
2

People (7)

NameRole / titleCredentialsWith firm sinceOwnership
Feldman, Steven, Mark Manager May 2020 (6y) GP / trustee / elected manager of Gold Bullion International, Llc (indirect)
Hathaway, John, Clemens Manager May 2020 (6y) GP / trustee / elected manager of Gold Bullion International, Llc (indirect)
Hart, John Manager May 2020 (6y) GP / trustee / elected manager of Gold Bullion International, Llc (indirect)
Loew, Michael Chief Compliance Officer May 2020 (6y) Less than 5%
Schwartz, Eric, Stuart Manager May 2020 (6y) GP / trustee / elected manager of Gold Bullion International, Llc (indirect)
Scher, Marc President May 2020 (6y) Less than 5%
Tapiero, Daniel, Michael Manager May 2020 (6y) GP / trustee / elected manager of Gold Bullion International, Llc (indirect)

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Greylock Holdings Llc Member May 2020 A 75% or more
Gold Bullion International, Llc Member May 2020 B GP / trustee / elected manager of Greylock Holdings Llc (indirect)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

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)

FormPeriodSize
Form ADV (full filing) 02/04/2026 1.24 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

Regulatory · Item 11.D(2) as of Oct 23, 2024

Allegations: THE NY ATTORNEY GENERAL'S OFFICE BUREAU OF INVESTOR PROTECTION REQUIRES COMMODITIES BROKER DEALERS TO BE REGISTERED WITH ITS OFFICE. THE FIRMS WERE TARDY WITH THEIR 2019 FILINGS. Status: Final Sanction Detail: EFFECTIVE MAY 29, 2020, THE FIRMS ENTERED INTO AN ASSURANCE OF DISCONTINUANCE ("AOD") WITH THE NY ATTORNEY GENERAL'S OFFICE BUREAU OF INVESTOR PROTECTION ("NYAG"). PURSUANT TO THE AOD THE FIRMS NEITHER ADMITTED NOR DENIED THE NYAG'S FINDINGS AND MADE A PAYMENT TO THE NYAG OF $100,000. Summary: EFFECTIVE MAY 29, 2020, THE FIRMS ENTERED INTO AN ASSURANCE OF DISCONTINUANCE ("AOD") WITH THE NY ATTORNEY GENERAL'S OFFICE BUREAU OF INVESTOR PROTECTION ("NYAG"). PURSUANT TO THE AOD THE FIRMS NEITHER ADMITTED NOR DENIED THE NYAG'S FINDINGS AND MADE A PAYMENT TO THE NYAG OF $100,000.

Regulatory · Item 11.D(2) as of Oct 23, 2024

Allegations: THE MINNESOTA DEPARTMENT OF COMMERCE ALLEGED THAT THE FIRMS CONDUCTED BULLION PRODUCT TRANSACTIONS WITH MINNESOTA CONSUMERS IN AMOUNTS SUBSTANTIALLY EXCEEDING STATUTORY THRESHOLDS, WITHOUT HAVING FIRST REGISTERED WITH THE MINNESOTA DEPARTMENT OF COMMERCE, IN VIOLATION OF MINN. STAT.§ 806.02, SUBD. 1 (2018). Status: Final Sanction Detail: $5,000 FINE APPLICABLE TO GOLDBULLION INTERNATIONAL, LLC AND $10,000 FINE APPLICABLE TO GOLDSILVER LLC. Summary: FINES HAVE BEEN PAID IN FULL.

Disclosure text reproduced verbatim from the firm's own Form ADV filings.

How they charge

  • Other fees
  • SOLICITOR'S FEES

Services

  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 04, 2026.

View current Form ADV (SEC/IAPD) ↗