GREY LEDGE ADVISORS, LLC
CRD #124867 SEC #801-61932 GUILFORD, CT 203-453-9075
SEC Registered
Total AUM
$540.4M
Discretionary
$540.4M
Employees
14
Clients
0
Accounts
1,479
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $540.4M | $540.4M | $47.5K | 14 | 0 |
| Oct 2025 | $540.4M | $540.4M | $47.5K | 14 | 0 |
| Sep 2025 | $540.4M | $540.4M | $47.5K | 14 | 0 |
| Mar 2025 | $540.4M | $540.4M | $47.5K | 14 | 0 |
| Aug 2024 | $475M | $474.9M | $76.9K | 13 | 0 |
| Feb 2024 | $475M | $474.9M | $76.9K | 13 | 0 |
| Mar 2023 | $452M | $451.9M | $97.1K | 13 | 0 |
| Mar 2023 | $452M | $451.9M | $97.1K | 13 | 0 |
| May 2022 | $530M | $529.1M | $921.8K | 12 | 0 |
| Mar 2022 | $530M | $529.1M | $921.8K | 12 | 0 |
| Mar 2021 | $423.5M | $422.6M | $839.9K | 14 | 2 |
| Jan 2021 | $250.3M | $250.3M | $0 | 14 | 50 |
| Jul 2020 | $250.3M | $250.3M | $0 | 5 | 50 |
| Jun 2020 | $250.3M | $250.3M | $0 | 5 | 50 |
| Mar 2020 | $250.3M | $250.3M | $0 | 5 | 50 |
| Jan 2020 | $223M | $223M | $0 | 5 | 49 |
| Oct 2019 | $223M | $223M | $0 | 5 | 49 |
| May 2019 | $223M | $223M | $0 | 5 | 49 |
| Feb 2019 | $223M | $223M | $0 | 5 | 49 |
| Oct 2018 | $213.1M | $213.1M | $0 | 5 | 38 |
| Jun 2018 | $213.1M | $213.1M | $0 | 5 | 38 |
| Feb 2018 | $213.1M | $213.1M | $0 | 5 | 38 |
| Jan 2017 | $203.4M | $203.4M | $0 | 5 | 200 |
| Nov 2016 | $150.4M | $149M | $1.4M | 5 | 100 |
| Apr 2016 | $150.4M | $149M | $1.4M | 5 | 100 |
| Jan 2016 | $150.4M | $149M | $1.4M | 5 | 100 |
| Feb 2015 | $148.1M | $144.6M | $3.5M | 4 | 100 |
| Mar 2014 | $138.4M | $133.8M | $4.5M | 4 | 100 |
| Mar 2014 | $138.4M | $133.8M | $4.5M | 4 | 100 |
| Mar 2013 | $97M | $92.9M | $4.1M | 3 | 26 |
| Jun 2012 | $92.5M | $74.7M | $17.7M | 1 | 26 |
| Mar 2012 | $69.5M | $66.4M | $3.1M | 1 | 26 |
| Aug 2011 | $72.1M | $68.3M | $3.8M | 5 | -- |
| Mar 2011 | $72.1M | $68.3M | $3.8M | 5 | -- |
| Jul 2010 | $64M | $59.7M | $4.3M | 5 | -- |
| Feb 2009 | $49.2M | $45.9M | $3.3M | 5 | -- |
| Sep 2007 | $60.6M | $50.8M | $9.9M | 5 | -- |
| Mar 2007 | $60.6M | $50.8M | $9.9M | 5 | -- |
| Feb 2006 | $50.1M | $37M | $13.2M | 5 | -- |
| Feb 2006 | $50.1M | $37M | $13.2M | 5 | -- |
| Jun 2004 | $39.9M | $34M | $5.9M | 5 | -- |
DateNov 2025
Total AUM$540.4M
Discretionary$540.4M
Non-Disc.$47.5K
Employees14
Clients0
DateOct 2025
Total AUM$540.4M
Discretionary$540.4M
Non-Disc.$47.5K
Employees14
Clients0
DateSep 2025
Total AUM$540.4M
Discretionary$540.4M
Non-Disc.$47.5K
Employees14
Clients0
DateMar 2025
Total AUM$540.4M
Discretionary$540.4M
Non-Disc.$47.5K
Employees14
Clients0
DateAug 2024
Total AUM$475M
Discretionary$474.9M
Non-Disc.$76.9K
Employees13
Clients0
DateFeb 2024
Total AUM$475M
Discretionary$474.9M
Non-Disc.$76.9K
Employees13
Clients0
DateMar 2023
Total AUM$452M
Discretionary$451.9M
Non-Disc.$97.1K
Employees13
Clients0
DateMar 2023
Total AUM$452M
Discretionary$451.9M
Non-Disc.$97.1K
Employees13
Clients0
DateMay 2022
Total AUM$530M
Discretionary$529.1M
Non-Disc.$921.8K
Employees12
Clients0
DateMar 2022
Total AUM$530M
Discretionary$529.1M
Non-Disc.$921.8K
Employees12
Clients0
DateMar 2021
Total AUM$423.5M
Discretionary$422.6M
Non-Disc.$839.9K
Employees14
Clients2
DateJan 2021
Total AUM$250.3M
Discretionary$250.3M
Non-Disc.$0
Employees14
Clients50
DateJul 2020
Total AUM$250.3M
Discretionary$250.3M
Non-Disc.$0
Employees5
Clients50
DateJun 2020
Total AUM$250.3M
Discretionary$250.3M
Non-Disc.$0
Employees5
Clients50
DateMar 2020
Total AUM$250.3M
Discretionary$250.3M
Non-Disc.$0
Employees5
Clients50
DateJan 2020
Total AUM$223M
Discretionary$223M
Non-Disc.$0
Employees5
Clients49
DateOct 2019
Total AUM$223M
Discretionary$223M
Non-Disc.$0
Employees5
Clients49
DateMay 2019
Total AUM$223M
Discretionary$223M
Non-Disc.$0
Employees5
Clients49
DateFeb 2019
Total AUM$223M
Discretionary$223M
Non-Disc.$0
Employees5
Clients49
DateOct 2018
Total AUM$213.1M
Discretionary$213.1M
Non-Disc.$0
Employees5
Clients38
DateJun 2018
Total AUM$213.1M
Discretionary$213.1M
Non-Disc.$0
Employees5
Clients38
DateFeb 2018
Total AUM$213.1M
Discretionary$213.1M
Non-Disc.$0
Employees5
Clients38
DateJan 2017
Total AUM$203.4M
Discretionary$203.4M
Non-Disc.$0
Employees5
Clients200
DateNov 2016
Total AUM$150.4M
Discretionary$149M
Non-Disc.$1.4M
Employees5
Clients100
DateApr 2016
Total AUM$150.4M
Discretionary$149M
Non-Disc.$1.4M
Employees5
Clients100
DateJan 2016
Total AUM$150.4M
Discretionary$149M
Non-Disc.$1.4M
Employees5
Clients100
DateFeb 2015
Total AUM$148.1M
Discretionary$144.6M
Non-Disc.$3.5M
Employees4
Clients100
DateMar 2014
Total AUM$138.4M
Discretionary$133.8M
Non-Disc.$4.5M
Employees4
Clients100
DateMar 2014
Total AUM$138.4M
Discretionary$133.8M
Non-Disc.$4.5M
Employees4
Clients100
DateMar 2013
Total AUM$97M
Discretionary$92.9M
Non-Disc.$4.1M
Employees3
Clients26
DateJun 2012
Total AUM$92.5M
Discretionary$74.7M
Non-Disc.$17.7M
Employees1
Clients26
DateMar 2012
Total AUM$69.5M
Discretionary$66.4M
Non-Disc.$3.1M
Employees1
Clients26
DateAug 2011
Total AUM$72.1M
Discretionary$68.3M
Non-Disc.$3.8M
Employees5
Clients--
DateMar 2011
Total AUM$72.1M
Discretionary$68.3M
Non-Disc.$3.8M
Employees5
Clients--
DateJul 2010
Total AUM$64M
Discretionary$59.7M
Non-Disc.$4.3M
Employees5
Clients--
DateFeb 2009
Total AUM$49.2M
Discretionary$45.9M
Non-Disc.$3.3M
Employees5
Clients--
DateSep 2007
Total AUM$60.6M
Discretionary$50.8M
Non-Disc.$9.9M
Employees5
Clients--
DateMar 2007
Total AUM$60.6M
Discretionary$50.8M
Non-Disc.$9.9M
Employees5
Clients--
DateFeb 2006
Total AUM$50.1M
Discretionary$37M
Non-Disc.$13.2M
Employees5
Clients--
DateFeb 2006
Total AUM$50.1M
Discretionary$37M
Non-Disc.$13.2M
Employees5
Clients--
DateJun 2004
Total AUM$39.9M
Discretionary$34M
Non-Disc.$5.9M
Employees5
Clients--