AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.7 |
| Non-Discretionary | $0.0 |
| Total | $0.7 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.7 |
| Institutional | $0.0 |
| Total | $0.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| GREY ROCK ASSET MANAGEMENT, LLC | $0.4 | 313389 | |
| GREY ROCK ENERGY PARTNERS GP IV-A, L.P. | $0.0 | - | |
| GREY ROCK ENERGY PARTNERS GP IV-B, L.P. | $0.0 | - | |
| GRIP ENERGY TRANSITION MANAGEMENT, LLC | $0.0 | - | |
| GREY ROCK NET ZERO OPPORTUNITIES FUND I GP, LP | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
7 active
| Name | Title |
|---|---|
| FUQUAY, EMILY, TUBB | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER |
| PERRY, GRIFFIN, ANDREW | MANAGING MEMBER |
| LAZARINE, KIRK, VINCENT | MANAGING MEMBER |
| GRIFFIN, ADAM | MEMBER |
| HOLLEY, DAVID, ERIC | MEMBER |
| DARDEN, THADDEUS | MEMBER |
| MILLER, MATTHEW, READE | MANAGING MEMBER |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.7 | $0.0 | 0% | 24 | 0 | 0% |
| 2025-04-21 | $0.7 | $0.0 | -4% | 24 | 0 | 0% |
| 2024-04-02 | $0.4 | $0.3 | 79% | 26 | -2 | -8% |
| 2023-04-04 | $0.1 | $0.6 | 473% | 20 | 4 | 20% |
| 2022-04-01 | $0.0 | $0.0 | 0% | 17 | 7 | 41% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| TX, TX-07/29/2022 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV