Greybull Advisors, Llc
- Regulatory AUM
- $514M
- Discretionary
- $514M
- Clients
- 4
- Avg AUM / client
- $128M
- Accounts
- 4
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $514M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $263M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Greybull Stewardship, Lp | Private Equity Fund | Delaware | $163M | 84 |
| Greybull Stewardship Ii, Lp | Private Equity Fund | Delaware | $100.0M | 43 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kovriga, Alexander, Nmn | Partner | Aug 2021 (5y) | Less than 5% | |
| Lafon, Angela, Cardy | Chief Financial Officer, Operating Partner | Aug 2021 (5y) | Less than 5% | |
| Myers, Mason, Luke | Founder, Chief Executive Officer | Aug 2021 (5y) | 75% or more | |
| Stabler, Matthew, Hydrick | Chief Operating Officer / Chief Compliance Officer | Jul 2023 (3y) | Less than 5% | |
| Susannah Marie Fletcher | Registered representative | Sep 2025 (1y) |
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.
Private funds (2, $263M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Greybull Stewardship, Lp | Private Equity Fund | $163M | $0 | 84 |
| Greybull Stewardship Ii, Lp | Private Equity Fund | $100.0M | $0 | 43 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.15 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 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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗