GRAYBEARD CAPITAL, LLC
CRD #135286 SEC #801-67236 WINTER PARK, FL 407-622-5925
SEC Registered
Total AUM
$15M
Discretionary
$15M
Employees
5
Clients
--
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 26, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERKOWITZ, LEVY, Y | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERKOWITZ, LEVY, Y | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COUTANT, TONYA, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| CUFF, SHERI, MINGUS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CUFF, SHERI, MINGUS | I | ASSOCIATE MANAGER | NA | Control |
| CUFF, SHERI, MINGUS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAYBEARD HOLDING, LLC | DE | MAJORITY OWNER | D | Control |
| GRAYBEARD HOLDING, LLC | DE | MAJORITY OWNER | D | Control |
| GRAYBEARD HOLDING, LLC | DE | MAJORITY OWNER | D | Control |
| GRAYBEARD HOLDING, LLC | DE | MAJORITY OWNER | D | Control |
| GRAYBEARD HOLDING, LLC | DE | MAJORITY OWNER | D | Control |
| GRAYBEARD HOLDING, LLC | DE | MAJORITY OWNER | D | Control |
| GRAYBEARD HOLDING, LLC | DE | MAJORITY OWNER | D | Control |
| GRAYBEARD HOLDING, LLP | DE | MAJORITY OWNER | D | Control |
| GRAYBEARD HOLDING, LLP | DE | MAJORITY OWNER | D | Control |
| GRAYBEARD HOLDING, LLP | DE | MAJORITY OWNER | D | Control |
| GRAYBEARD HOLDING, LLP | DE | MAJORITY OWNER | D | Control |
| GRAY, ANTHONY, ROLLIN | I | BOARD OF MANAGERS | B | Control |
| GRAY, ANTHONY, ROLLIN | I | BOARD OF MANAGERS | B | Control |
| GRAY, ANTHONY, ROLLIN | I | BOARD OF MANAGERS | B | Control |
| GRAY, ANTHONY, ROLLIN | I | BOARD OF MANAGERS | B | Control |
| GRAY, ANTHONY, ROLLIN | I | BOARD OF MANAGERS | B | Control |
| GRAY, ANTHONY, ROLLIN | I | BOARD OF MANAGERS | B | Control |
| GRAY, ANTHONY, ROLLIN | I | BOARD OF MANAGERS | B | Control |
| GRAY, ANTHONY, ROLLIN | I | BOARD OF MANAGERS | B | Control |
| GRAY, ANTHONY, ROLLIN | I | BOARD OF MANAGERS | B | Control |
| GRAY, ANTHONY, ROLLIN | I | BOARD OF MANAGERS | B | Control |
| GRAY, ANTHONY, ROLLIN | I | BOARD OF MANAGERS | B | Control |
| JONES, JOSEPH, WAYNE | I | BOARD OF MANAGERS | B | Control |
| JONES, JOSEPH, WAYNE | I | RETIRED | B | Control |
| JONES, JOSEPH, WAYNE | I | BOARD OF MANAGERS | B | Control |
| JONES, JOSEPH, WAYNE | I | BOARD OF MANAGERS | B | Control |
| JONES, JOSEPH, WAYNE | I | BOARD OF MANAGERS | B | Control |
| JONES, JOSEPH, WAYNE | I | BOARD OF MANAGERS | B | Control |
| JONES, JOSEPH, WAYNE | I | RETIRED | B | Control |
| JONES, JOSEPH, WAYNE | I | RETIRED | B | Control |
| JONES, JOSEPH, WAYNE | I | BOARD OF MANAGERS | B | Control |
| JONES, JOSEPH, WAYNE | I | RETIRED | B | Control |
| JONES, JOSEPH, WAYNE | I | BOARD OF MANAGERS | B | Control |
| WARD, MICHAEL, MAURICE | I | MANAGING MEMBER | B | Control |
| WARD, MICHAEL, MAURICE | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WARD, MICHAEL, MAURICE | I | MANAGING MEMBER | B | Control |
| WARD, MICHAEL, MAURICE | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WARD, MICHAEL, MAURICE | I | MANAGING MEMBER | B | Control |
| WARD, MICHAEL, MAURICE | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WARD, MICHAEL, MAURICE | I | MANAGING MEMBER | B | Control |
| WARD, MICHAEL, MAURICE | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WARD, MICHAEL, MAURICE | I | MANAGING MEMBER | B | Control |
| WARD, MICHAEL, MAURICE | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WARD, MICHAEL, MAURICE | I | MANAGING MEMBER | B | Control |
| WARD, MICHAEL, MAURICE | I | CHIEF COMPLIANCE OFFICER | B | Control |
| REUSS, JESSICA, LEIGH | I | SENIOR PORTFOLIO MANAGER | A | Control |
| REUSS, JESSICA, LEIGH | I | SENIOR PORTFOLIO MANAGER | A | Control |
| WARD, MICHAEL, MAURICE | I | MANAGING MEMBER | A | Control |
| WARD, MICHAEL, MAURICE | I | MANAGING MEMBER | A | Control |
| WARD, MICHAEL, MAURICE | I | MANAGING MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FRANKEL, MENASHE | I | LAKESIDE PROPERTIES, LLC | E | Control |
| FRANKEL, MENASHE | I | LAKESIDE PROPERTIES, LLC | E | Control |
| FRANKEL, MENASHE | I | LAKESIDE PROPERTIES, LLC | E | Control |
| FRANKEL, MENASHE | I | LAKESIDE PROPERTIES, LLC | E | Control |
| FRANKEL, MENASHE | I | LAKESIDE PROPERTIES, LLC | E | Control |
| FRANKEL, MENASHE | I | LAKESIDE PROPERTIES, LLC | E | Control |
| FRANKEL, MENASHE | I | LAKESIDE PROPERTIES, LLC | E | Control |
| FRANKEL, MENASHE | I | LAKESIDE PROPERTIES, LLC | E | Control |
| FRANKEL, MENASHE | I | LAKESIDE PROPERTIES, LLC | E | Control |
| FRANKEL, MENASHE | I | LAKESIDE PROPERTIES, LLC | E | Control |
| FRANKEL, MENASHE | I | LAKESIDE PROPERTIES, LLC | E | Control |
| IAAC INVESTMENTS, LLC | DE | GRAYBEARD HOLDINGS, LLC | E | Control |
| IAAC INVESTMENTS, LLC | DE | GRAYBEARD HOLDINGS, LLC | E | Control |
| IAAC INVESTMENTS, LLC | DE | GRAYBEARD HOLDINGS, LLC | E | Control |
| IAAC INVESTMENTS, LLC | DE | GRAYBEARD HOLDINGS, LLC | E | Control |
| IAAC INVESTMENTS, LLC | DE | GRAYBEARD HOLDINGS, LLC | E | Control |
| IAAC INVESTMENTS, LLC | DE | GRAYBEARD HOLDINGS, LLC | E | Control |
| IAAC INVESTMENTS, LLC | DE | GRAYBEARD HOLDINGS, LLC | E | Control |
| IAAC INVESTMENTS, LLC | DE | GRAYBEARD HOLDINGS, LLC | E | Control |
| IAAC INVESTMENTS, LLC | DE | GRAYBEARD HOLDINGS, LLC | E | Control |
| IAAC INVESTMENTS, LLC | DE | GRAYBEARD HOLDINGS, LLC | E | Control |
| LAKESIDE PROPERTIES, LLC | DE | IAAC INVESTMENTS, LLC | E | Control |
| LAKESIDE PROPERTIES, LLC | DE | IAAC INVESTMENTS, LLC | E | Control |
| LAKESIDE PROPERTIES, LLC | DE | IAAC INVESTMENTS, LLC | E | Control |
| LAKESIDE PROPERTIES, LLC | DE | IAAC INVESTMENTS, LLC | E | Control |
| LAKESIDE PROPERTIES, LLC | DE | IAAC INVESTMENTS, LLC | E | Control |
| LAKESIDE PROPERTIES, LLC | DE | IAAC INVESTMENTS, LLC | E | Control |
| LAKESIDE PROPERTIES, LLC | DE | IAAC INVESTMENTS, LLC | E | Control |
| LAKESIDE PROPERTIES, LLC | DE | IAAC INVESTMENTS, LLC | E | Control |
| LAKESIDE PROPERTIES, LLC | DE | IAAC INVESTMENTS, LLC | E | Control |
| LAKESIDE PROPERTIES, LLC | DE | IAAC INVESTMENTS, LLC | E | Control |
| LAKESIDE PROPERTIES, LLC | DE | IAAC INVESTMENTS, LLC | E | Control |
Registrations
Federal
IA
Sep 26, 2005 REGISTERED
Notice Filings (1)
FL
Address
1211 ORANGE AVE, SUITE 102WINTER PARK, FL 32789
USA
Phone: 407-622-5925