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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DEMPSEY, SALLY, HUMPHREY | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| DEMPSEY, SALLY, HUMPHREY | I | VICE PRESIDENT, ASSISTANT COMPLIANCE OFFICER | NA | |
| DEMPSEY, SALLY, HUMPHREY | I | PRINCIPAL/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| DEMPSEY, SALLY, HUMPHREY | I | PRINCIPAL/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| DEMPSEY, SALLY, HUMPHREY | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| DEMPSEY, SALLY, HUMPHREY | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| DEMPSEY, SALLY, HUMPHREY | I | VICE PRESIDENT, ASSISTANT COMPLIANCE OFFICER | NA | |
| HUMPHREY, SALLY, ANN | I | VICE PRESIDENT | NA | Control |
| KERSTINE, JEFFREY, IAN | I | VICE PRESIDENT | NA | |
| KERSTINE, JEFFREY, IAN | I | VICE PRESIDENT | NA | |
| KERSTINE, JEFFREY, IAN | I | PRINCIPAL/VICE PRESIDENT | NA | |
| KERSTINE, JEFFREY, IAN | I | PRINCIPAL/VICE PRESIDENT | NA | |
| KERSTINE, JEFFREY, IAN | I | VICE PRESIDENT | NA | |
| KERSTINE, JEFFREY, IAN | I | VICE PRESIDENT | NA | |
| KERSTINE, JEFFREY, IAN | I | VICE PRESIDENT | NA | |
| LEVIN, PETER, FREDERIC | I | MEMBER, CHIEF INVESTMENT OFFICER, CHAIRMAN, CEO | E | Control |
| LEVIN, PETER, FREDERIC | I | MEMBER, CHIEF INVESTMENT OFFICER, CHAIRMAN, CEO | E | Control |
| LEVIN, PETER, FREDERIC | I | MEMBER, CHIEF INVESTMENT OFFICER, CHAIRMAN, CEO | E | Control |
| LEVIN, PETER, FREDERIC | I | MEMBER, CHIEF INVESTMENT OFFICER, CHAIRMAN, CEO | E | Control |
| LEVIN, PETER, FREDERIC | I | MEMBER, CHIEF INVESTMENT OFFICER, CHAIRMAN, CEO | E | Control |
| LEVIN, PETER, FREDERIC | I | MEMBER, CHIEF INVESTMENT OFFICER, CHAIRMAN, CEO | E | Control |
| LEVIN, PETER, FREDERIC | I | MEMBER, CHIEF INVESTMENT OFFICER, CHAIRMAN, CEO | E | Control |
| LEVIN, PETER, FREDERIC | I | MEMBER, CHIEF INVESTMENT OFFICER, CHAIRMAN, CEO | E | Control |
| ADAMS, RUTH, WESNER | I | CHIEF OPERATING OFFICER, MEMBER, TREASURER | C | Control |
| ADAMS, RUTH, WESNER | I | CHIEF OPERATING OFFICER, MEMBER, TREASURER, SECRETARY | C | Control |
| ADAMS, RUTH, WESNER | I | CHIEF OPERATING OFFICER, MEMBER, TREASURER | C | Control |
| ADAMS, RUTH, WESNER | I | CHIEF OPERATING OFFICER, MEMBER, TREASURER | C | Control |
| ADAMS, RUTH, WESNER | I | CHIEF OPERATING OFFICER, MEMBER, TREASURER | C | Control |
| ADAMS, RUTH, WESNER | I | CHIEF OPERATING OFFICER, MEMBER, TREASURER | C | Control |
| ADAMS, RUTH, WESNER | I | CHIEF OPERATING OFFICER, MEMBER, TREASURER | C | Control |
| ADAMS, RUTH, WESNER | I | CHIEF OPERATING OFFICER, MEMBER, TREASURER | C | Control |
| ADAMS, RUTH, WESNER | I | CHIEF OPERATING OFFICER, MEMBER, TREASURER | C | Control |
| ADAMS, RUTH, WESNER | I | CHIEF OPERATING OFFICER, MEMBER, TREASURER | C | Control |
| DELYONS, RONALD, T | I | MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| DELYONS, RONALD, T | I | MEMBER/CHIEF EXECUTIVE OFFICER/SUPERVISOR OF COMPLIANCE | C | Control |
| LEVIN, PETER, FREDERIC | I | MEMBER, CHIEF INVESTMENT OFFICER, CHAIRMAN | C | Control |
| LEVIN, PETER, FREDERIC | I | MEMBER, CHIEF INVESTMENT OFFICER, CHAIRMAN | C | Control |
| LEVIN, PETER, FREDERIC | I | MEMBER, CHIEF INVESTMENT OFFICER, CHAIRMAN, CEO | C | Control |
| LEVIN, PETER, FREDERIC | I | MEMBER, CHIEF INVESTMENT OFFICER, CHAIRMAN, CEO | C | Control |
| LEVIN, PETER, FREDERIC | I | MEMBER, CHIEF INVESTMENT OFFICER, CHAIRMAN, CEO | C | Control |
| LEVIN, PETER, FREDERIC | I | MEMBER, CHIEF INVESTMENT OFFICER, CHAIRMAN, CEO | C | Control |
| LEVIN, PETER, FREDERIC | I | MEMBER, CHIEF INVESTMENT OFFICER, CHAIRMAN | C | Control |
| LEVIN, PETER, FREDERIC | I | MEMBER, CHIEF INVESTMENT OFFICER, CHAIRMAN | C | Control |
| LEVIN, PETER, FREDERIC | I | MEMBER, CHIEF INVESTMENT OFFICER, CHAIRMAN | C | Control |
| LEVIN, PETER, FREDERIC | I | MEMBER, CHIEF INVESTMENT OFFICER, CHAIRMAN, CEO | C | Control |
| LEVIN, PETER, FREDERIC | I | MEMBER, CHIEF INVESTMENT OFFICER, CHAIRMAN | C | Control |
| LEVIN, PETER, FREDERIC | I | MEMBER, CHAIRMAN | C | Control |
| ADAMS, RUTH, WESNER | I | CHIEF OPERATING OFFICER, MEMBER, TREASURER, SECRETARY | B | Control |
| ADAMS, RUTH, WESNER | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER, TREASURER, SECRETARY | B | Control |
| ADAMS, RUTH, WESNER | I | CHIEF OPERATING OFFICER, MEMBER, TREASURER, SECRETARY | B | Control |
| ADAMS, RUTH, WESNER | I | CHIEF OPERATING OFFICER, MEMBER, TREASURER, SECRETARY | B | Control |
| ADAMS, RUTH, WESNER | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER, TREASURER, SECRETARY | B | Control |
| ADAMS, RUTH, WESNER | I | CHIEF OPERATING OFFICER, MEMBER, TREASURER, SECRETARY | B | Control |
| ADAMS, RUTH, WESNER | I | CHIEF OPERATING OFFICER, MEMBER, TREASURER, SECRETARY | B | Control |
| ADAMS, RUTH, WESNER | I | CHIEF OPERATING OFFICER, COMPLIANCE OFFICER, MEMBER | B | Control |
| ADAMS, RUTH, WESNER | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER, TREASURER, SECRETARY | B | Control |
| DEMPSEY, SALLY, HUMPHREY | I | MEMBER / VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| DEMPSEY, SALLY, HUMPHREY | I | PRINCIPAL/ MEMBER / VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| DEMPSEY, SALLY, HUMPHREY | I | MEMBER / VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| DEMPSEY, SALLY, HUMPHREY | I | MEMBER / VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| DEMPSEY, SALLY, HUMPHREY | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MEMBER | B | Control |
| DEMPSEY, SALLY, HUMPHREY | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MEMBER | B | Control |
| DEMPSEY, SALLY, HUMPHREY | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MEMBER | B | Control |
| DEMPSEY, SALLY, HUMPHREY | I | MEMBER / VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | B | Control |
| DEMPSEY, SALLY, HUMPHREY | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MEMBER | B | Control |
| DEMPSEY, SALLY, HUMPHREY | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MEMBER | B | Control |
| KERSTINE, JEFFREY, IAN | I | MEMBER / VICE PRESIDENT | B | |
| KERSTINE, JEFFREY, IAN | I | PRINCIPAL/ MEMBER / VICE PRESIDENT | B | |
| KERSTINE, JEFFREY, IAN | I | MEMBER / VICE PRESIDENT | B | |
| KERSTINE, JEFFREY, IAN | I | MEMBER / CHIEF INVESTMENT ADVISOR / VICE PRESIDENT | B | |
| KERSTINE, JEFFREY, IAN | I | MEMBER | B | |
| KERSTINE, JEFFREY, IAN | I | MEMBER / CHIEF INVESTMENT ADVISOR / VICE PRESIDENT | B | |
| WESNER, RUTH, FRANCES | I | CHIEF ADMINISTRATIVE OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER | B | Control |
| REED, MICHAEL, ROBERT | I | MEMBER | A | |
| REED, MICHAEL, ROBERT | I | MEMBER | A | |
| REED, MICHAEL, ROBERT | I | MEMBER | A | |
| REED, MICHAEL, ROBERT | I | MEMBER | A | |
| REED, MICHAEL, ROBERT | I | MEMBER | A | |
| REED, MICHAEL, ROBERT | I | MEMBER | A | |
| REED, MICHAEL, ROBERT | I | MEMBER | A | |
| REED, MICHAEL, ROBERT | I | MEMBER | A | |
| REED, MICHAEL, ROBERT | I | MEMBER | A | |
| REED, MICHAEL, ROBERT | I | MEMBER | A |
Registrations
Federal
IA
Mar 21, 2018 REGISTERED
Notice Filings (11)
CA DC FL KY MO NY OH PA SC TX VA
Address
3805 EDWARDS ROADSUITE 180
CINCINNATI, OH 45209
United States
Phone: 513-731-8444