Graystreet Capital Management, Llc
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 334967
· SEC file 801-132502
· San Antonio, TX
· www.graystreet.com
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ADV data as of Mar 06, 2026
- Regulatory AUM
- $159M
- Discretionary
- $159M
- Clients
- 59
- Avg AUM / client
- $2.7M
- Accounts
- 59
- Employees
- 7
AUM over time
$155M
$159M
Mar 24, 2025
Mar 6, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 59 | $159M | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Lester Shipman | Registered representative | May 2025 (1y) |
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) | 03/06/2026 | 2.3 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 pooled investment vehicles
Custody
Firm reports having 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: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗