GRAY FINANCIAL GROUP INC.
Legal name: GRAY & COMPANY
CRD #109349 SEC #801-55882 ATLANTA, GA (404) 883-2500
SEC Registered Private Funds Disclosures
Total AUM
$5B
Discretionary
$1.2B
Employees
9
Clients
--
Accounts
37
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $5B | $1.2B | $3.8B | 9 | 26 |
| Aug 2015 | $6.5B | $933.3M | $5.6B | 10 | 26 |
| Jun 2015 | $6.5B | $933.3M | $5.6B | 17 | 26 |
| May 2015 | $6.5B | $933.3M | $5.6B | 17 | 26 |
| Mar 2015 | $6.5B | $933.3M | $5.6B | 17 | 26 |
| Sep 2014 | $10.9B | $903.9M | $10B | 27 | 26 |
| Sep 2014 | $10.9B | $903.9M | $10B | 27 | 26 |
| Apr 2014 | $10.9B | $903.9M | $10B | 27 | 26 |
| Apr 2014 | $10.9B | $903.9M | $10B | 27 | 26 |
| Dec 2013 | $741.5M | $741.5M | $0 | 37 | 11 |
| Aug 2013 | $741.5M | $741.5M | $0 | 37 | 11 |
| Apr 2013 | $741.5M | $741.5M | $0 | 37 | 11 |
| Jan 2013 | $575M | $575M | $0 | 29 | 26 |
| Mar 2012 | $511M | $511M | $0 | 11 | 26 |
| Mar 2011 | $205.4M | $205.4M | $0 | -- | -- |
| Mar 2010 | $165M | $165M | $0 | -- | -- |
| Nov 2003 | $0 | $0 | $0 | 10 | -- |
| Mar 2002 | $0 | $0 | $0 | 10 | -- |
DateMar 2016
Total AUM$5B
Discretionary$1.2B
Non-Disc.$3.8B
Employees9
Clients26
DateAug 2015
Total AUM$6.5B
Discretionary$933.3M
Non-Disc.$5.6B
Employees10
Clients26
DateJun 2015
Total AUM$6.5B
Discretionary$933.3M
Non-Disc.$5.6B
Employees17
Clients26
DateMay 2015
Total AUM$6.5B
Discretionary$933.3M
Non-Disc.$5.6B
Employees17
Clients26
DateMar 2015
Total AUM$6.5B
Discretionary$933.3M
Non-Disc.$5.6B
Employees17
Clients26
DateSep 2014
Total AUM$10.9B
Discretionary$903.9M
Non-Disc.$10B
Employees27
Clients26
DateSep 2014
Total AUM$10.9B
Discretionary$903.9M
Non-Disc.$10B
Employees27
Clients26
DateApr 2014
Total AUM$10.9B
Discretionary$903.9M
Non-Disc.$10B
Employees27
Clients26
DateApr 2014
Total AUM$10.9B
Discretionary$903.9M
Non-Disc.$10B
Employees27
Clients26
DateDec 2013
Total AUM$741.5M
Discretionary$741.5M
Non-Disc.$0
Employees37
Clients11
DateAug 2013
Total AUM$741.5M
Discretionary$741.5M
Non-Disc.$0
Employees37
Clients11
DateApr 2013
Total AUM$741.5M
Discretionary$741.5M
Non-Disc.$0
Employees37
Clients11
DateJan 2013
Total AUM$575M
Discretionary$575M
Non-Disc.$0
Employees29
Clients26
DateMar 2012
Total AUM$511M
Discretionary$511M
Non-Disc.$0
Employees11
Clients26
DateMar 2011
Total AUM$205.4M
Discretionary$205.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees--
Clients--
DateNov 2003
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--