Grey Ledge Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Guilford, CT. Its latest Form ADV filing, dated March 30, 2026, reports $616M in regulatory assets under management, 12 employees, and 1,575 accounts.
Top client segmentIndividuals represent 74.1% of total clients.
Top client categories% of clientsClients
1
Individuals
74.1%
657
2
HNWI
16.0%
142
3
Pension Plans
6.2%
55
4
Corporations
3.7%
33
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$616Mas of March 30, 2026
Discretionary100.0%
$616M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$616M
Total Accounts1,575
10Y AUM Change+$413M (+202.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee74:1
10Y Employee Change+7 (+140.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.