Adviser Record

Greystar Investment Group, LLC

Registered investment adviser · Charleston, SC · CRD #160665

Form ADV data as of 2026-09-01
Regulatory assets
$36.50 billion
Total accounts
70
Employees
588
Disclosure events
0

Firm details

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management servicesYes
Discretionary regulatory assets under management$30.96 billion
Non-discretionary regulatory assets under management$5.54 billion
Total regulatory assets under management$36.50 billion
Discretionary accounts34
Non-discretionary accounts36
Total accounts70
Regulatory assets under management attributable to non-U.S. persons$13.18 billion

People

Total employees (excluding clerical)588
Employees performing investment advisory functions (including research)588
Employees who are registered representatives of a broker-dealer18
Employees registered as investment adviser representatives with a state0
Employees registered as IARs for another investment adviser0
Employees who are licensed insurance agents0
Firms or persons who solicit advisory clients on the firm's behalf0

Custody

Has custody of client cash or bank accountsYes
Has custody of client securitiesYes
Client funds and securities held in the firm's custody$89.8 million
Clients for whom the firm has custody13
A related person has custody of client cash or bank accountsYes
A related person has custody of client securitiesYes
Client funds and securities held in a related person's custody$33.88 billion
Clients for whom a related person has custody54
The firm acts as a qualified custodianNo
A related person acts as a qualified custodianNo
Number of persons acting as qualified custodians for the firm's clients16

How the firm is compensated

A percentage of assets under managementPerformance-based feesOther

Advisory services offered

Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients

Affiliated related persons

Other investment adviser (including financial planners)Commodity pool operator or commodity trading advisorInsurance company or agencySponsor or syndicator of limited partnershipsSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Client types

Type of clientClientsAssets
Pooled investment vehicles (other than investment companies and BDCs)69$36.38 billion
Insurance companiesNot reported$119.0 million