Data / Investment advisers / South Carolina / Greystar Investment Group, LLC
Greystar Investment Group, LLC, Charleston, SC: $36.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Greystar Investment Group, LLC is an SEC registered investment adviser with its main office in Charleston, South Carolina and reports $36.5 billion in regulatory assets under management in its Form ADV filed September 30, 2026. Its clients include pooled investment vehicles and insurance companies. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 51 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 160665
- SEC file number
- 801-78751
- SEC status
- Approved, effective November 20, 2013
- Main office
- 465 Meeting Street Suite 500, Charleston, SC 29403
- Phone
- (843) 579-9400
- Website
- greystar.com
- Regulatory AUM
- $36,499,708,448 in the Form ADV filed September 30, 2026
- Discretionary AUM
- $30,964,387,743
- Non discretionary AUM
- $5,535,320,705
- Accounts
- 70
- Employees
- 588, of which 588 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 51: 48 real estate funds, 3 private equity funds
- Gross assets of private funds
- $26,456,743,782
- Other offices
- 35
- Umbrella registration
- 32 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 69 | $36.38 billion |
| Insurance companies | Fewer than 5 | $119 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $36.50 billion | March 27, 2026 |
| December 1, 2025 | $30.88 billion | September 5, 2025 |
Other advisers in Charleston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Performa Limited (US), LLC | Charleston | $4.49 billion | 2 | adviserinfo.sec.gov |
| Permcap Investment Office | Charleston | $4.02 billion | 10 | adviserinfo.sec.gov |
| Tandem Investment Advisors Inc | Charleston | $3.45 billion | Not listed | adviserinfo.sec.gov |
| Liberty Hall Capital Partners, L.P. | Charleston | $1.14 billion | 4 | adviserinfo.sec.gov |
| Global Frontier Investments, LLC | Charleston | $682 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Charleston, SC
- Investment advisers in South Carolina
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving insurance companies
- Advisers that manage private funds
- Greystar Investment Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.