Greycourt & Co., Inc.
- Regulatory AUM
- $6.6B
- Discretionary
- $84.5M
- Clients
- 44
- Avg AUM / client
- $150M
- Accounts
- 44
- Employees
- 37
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 36 | $4.6B | 69.7% |
| Charitable organizations | 8 | $2.0B | 30.3% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Inglis Foundation EIN 232326553 | Philadelphia, PA | 06/30/2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Feinberg, Stephen, L | Shareholder | Mar 1996 (30y) | 5% – 10% | |
| Gregory Dyer Curtis | Chairman Emeritus & Managing Director | May 1996 (30y) | 25% – 50% | |
| Shoup, Gretchen, Marie | Chief Operating Officer & Managing Director | Oct 2014 (12y) | Less than 5% | |
| Friedman, Karen, Lynn | Shareholder | May 2015 (11y) | 10% – 25% | |
| Friedman, Gregory, Richard | Chairman Of The Board & Managing Director | Jul 2021 (5y) | 10% – 25% | |
| Litwin, Matthew, David | Chief Executive Officer & Managing Director | Jul 2021 (5y) | 10% – 25% | |
| Grenda, Jill, Marie | Chief Compliance Officer | Mar 2022 (4y) | Less than 5% | |
| Laskow, Mark, James | Shareholder | Apr 2022 (4y) | 5% – 10% |
Undisclosed: 0% – 35% 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.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Inglis Foundation | Public charity | $290M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Northern Trust $4.1B (62% of AUM) Mar 2026
- Arlington Trust Company, Inc. $1.2B (20% of AUM) Nov 2021
- BNY Mellon $1.1B (17% of AUM) Mar 2026
- J.P. Morgan $762M (12% of AUM) Mar 2026
- Fidelity Distributors Company Llc $446M (8% of AUM) Mar 2025
- Fidelity Investments Institutional Services Company, Inc. $434M (9% of AUM) Mar 2019
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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗