GREYSTONE INVESTMENT MANAGEMENT, LLC
CRD #111084 SEC #801-58150 CINCINNATI, OH 513-731-8444
SEC Registered
Total AUM
$300.7M
Discretionary
$300.7M
Employees
7
Clients
--
Accounts
325
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $300.7M | $300.7M | $0 | 7 | 0 |
| Mar 2017 | $260.4M | $260.4M | $0 | 7 | 200 |
| Nov 2016 | $319.6M | $319.6M | $0 | 7 | 200 |
| Sep 2016 | $319.6M | $319.6M | $0 | 7 | 200 |
| Jul 2016 | $319.6M | $319.6M | $0 | 7 | 200 |
| Mar 2016 | $319.6M | $319.6M | $0 | 8 | 200 |
| Mar 2015 | $346.9M | $346.9M | $0 | 7 | 200 |
| Mar 2014 | $329.9M | $329.9M | $0 | 7 | 200 |
| Mar 2013 | $284.5M | $281.5M | $3M | 7 | 200 |
| Mar 2012 | $288.1M | $285.4M | $2.7M | 6 | 200 |
| Jan 2011 | $319.7M | $319.7M | $0 | 10 | -- |
| Feb 2009 | $249.2M | $249.2M | $0 | 10 | -- |
| Nov 2007 | $366.8M | $360.9M | $5.9M | 10 | -- |
| Oct 2007 | $366.8M | $360.9M | $5.9M | 10 | -- |
| Mar 2007 | $366.8M | $360.9M | $5.9M | 10 | -- |
| Feb 2006 | $320.2M | $317.5M | $2.7M | 10 | -- |
| Jan 2005 | $277.2M | $275.8M | $1.4M | 5 | -- |
| Mar 2004 | $257.4M | $257.4M | $0 | 5 | -- |
| May 2002 | $246.8M | $246.8M | $0 | 5 | -- |
| Jul 2001 | $260M | $260M | $0 | 5 | -- |
DateMar 2018
Total AUM$300.7M
Discretionary$300.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$260.4M
Discretionary$260.4M
Non-Disc.$0
Employees7
Clients200
DateNov 2016
Total AUM$319.6M
Discretionary$319.6M
Non-Disc.$0
Employees7
Clients200
DateSep 2016
Total AUM$319.6M
Discretionary$319.6M
Non-Disc.$0
Employees7
Clients200
DateJul 2016
Total AUM$319.6M
Discretionary$319.6M
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$319.6M
Discretionary$319.6M
Non-Disc.$0
Employees8
Clients200
DateMar 2015
Total AUM$346.9M
Discretionary$346.9M
Non-Disc.$0
Employees7
Clients200
DateMar 2014
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees7
Clients200
DateMar 2013
Total AUM$284.5M
Discretionary$281.5M
Non-Disc.$3M
Employees7
Clients200
DateMar 2012
Total AUM$288.1M
Discretionary$285.4M
Non-Disc.$2.7M
Employees6
Clients200
DateJan 2011
Total AUM$319.7M
Discretionary$319.7M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$249.2M
Discretionary$249.2M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$366.8M
Discretionary$360.9M
Non-Disc.$5.9M
Employees10
Clients--
DateOct 2007
Total AUM$366.8M
Discretionary$360.9M
Non-Disc.$5.9M
Employees10
Clients--
DateMar 2007
Total AUM$366.8M
Discretionary$360.9M
Non-Disc.$5.9M
Employees10
Clients--
DateFeb 2006
Total AUM$320.2M
Discretionary$317.5M
Non-Disc.$2.7M
Employees10
Clients--
DateJan 2005
Total AUM$277.2M
Discretionary$275.8M
Non-Disc.$1.4M
Employees5
Clients--
DateMar 2004
Total AUM$257.4M
Discretionary$257.4M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$246.8M
Discretionary$246.8M
Non-Disc.$0
Employees5
Clients--
DateJul 2001
Total AUM$260M
Discretionary$260M
Non-Disc.$0
Employees5
Clients--