RIA Intelligence

GRAYPOINT LLC

CRD #135950 SEC #801-64417 ALBANY, NY (518) 641-6860
SEC Registered
Total AUM
$4.6B
Discretionary
$4.6B
Employees
69
Clients
--
Accounts
818

AUM Over Time

DateOct 2025
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$64.8M
Employees69
Clients22
DateApr 2025
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$64.8M
Employees69
Clients22
DateMar 2025
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$64.8M
Employees69
Clients22
DateNov 2024
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$44.7M
Employees57
Clients22
DateMar 2024
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$44.7M
Employees57
Clients22
DateMar 2023
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$67.5M
Employees55
Clients28
DateNov 2022
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$102.2M
Employees46
Clients16
DateJul 2022
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$102.2M
Employees46
Clients16
DateApr 2022
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$102.2M
Employees46
Clients16
DateMar 2022
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$102.2M
Employees46
Clients16
DateNov 2021
Total AUM$2.2B
Discretionary$2B
Non-Disc.$144.9M
Employees34
Clients15
DateAug 2021
Total AUM$2.2B
Discretionary$2B
Non-Disc.$144.9M
Employees34
Clients15
DateMay 2021
Total AUM$2.2B
Discretionary$2B
Non-Disc.$144.9M
Employees34
Clients15
DateMar 2021
Total AUM$2.2B
Discretionary$2B
Non-Disc.$144.9M
Employees34
Clients15
DateMar 2021
Total AUM$2.2B
Discretionary$2B
Non-Disc.$144.9M
Employees34
Clients15
DateJan 2021
Total AUM$2B
Discretionary$1.9B
Non-Disc.$150.3M
Employees32
Clients15
DateJul 2020
Total AUM$2B
Discretionary$1.9B
Non-Disc.$150.3M
Employees32
Clients15
DateJun 2020
Total AUM$2B
Discretionary$1.9B
Non-Disc.$150.3M
Employees32
Clients15
DateMar 2020
Total AUM$2B
Discretionary$1.9B
Non-Disc.$150.3M
Employees32
Clients15
DateJan 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$88.8M
Employees28
Clients15
DateSep 2019
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$88.8M
Employees28
Clients15
DateAug 2019
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$88.8M
Employees28
Clients15
DateAug 2019
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$88.8M
Employees31
Clients15
DateJul 2019
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$88.8M
Employees31
Clients15
DateJun 2019
Total AUM$371.4M
Discretionary$248.2M
Non-Disc.$123.2M
Employees21
Clients15
DateMar 2019
Total AUM$371.4M
Discretionary$248.2M
Non-Disc.$123.2M
Employees21
Clients15
DateNov 2018
Total AUM$321M
Discretionary$147.1M
Non-Disc.$173.9M
Employees25
Clients15
DateJun 2018
Total AUM$321M
Discretionary$147.1M
Non-Disc.$173.9M
Employees23
Clients15
DateMar 2018
Total AUM$321M
Discretionary$147.1M
Non-Disc.$173.9M
Employees23
Clients15
DateSep 2017
Total AUM$168.8M
Discretionary$61.3M
Non-Disc.$107.4M
Employees18
Clients1
DateMar 2017
Total AUM$168.8M
Discretionary$61.3M
Non-Disc.$107.4M
Employees18
Clients1
DateJan 2017
Total AUM$91.3M
Discretionary$2.6M
Non-Disc.$88.7M
Employees13
Clients1
DateJan 2017
Total AUM$91.3M
Discretionary$2.6M
Non-Disc.$88.7M
Employees13
Clients1
DateNov 2016
Total AUM$91.3M
Discretionary$2.6M
Non-Disc.$88.7M
Employees13
Clients1
DateNov 2016
Total AUM$91.3M
Discretionary$2.6M
Non-Disc.$88.7M
Employees13
Clients1
DateJul 2016
Total AUM$91.3M
Discretionary$2.6M
Non-Disc.$88.7M
Employees13
Clients1
DateMar 2016
Total AUM$91.3M
Discretionary$2.6M
Non-Disc.$88.7M
Employees13
Clients1
DateMar 2015
Total AUM$76.8M
Discretionary$0
Non-Disc.$76.8M
Employees11
Clients1
DateNov 2014
Total AUM$114.9M
Discretionary$104M
Non-Disc.$10.9M
Employees7
Clients1
DateOct 2014
Total AUM$114.9M
Discretionary$104M
Non-Disc.$10.9M
Employees7
Clients1
DateApr 2014
Total AUM$114.9M
Discretionary$104M
Non-Disc.$10.9M
Employees7
Clients1
DateFeb 2014
Total AUM$114.9M
Discretionary$104M
Non-Disc.$10.9M
Employees7
Clients1
DateOct 2013
Total AUM$117.3M
Discretionary$10.8M
Non-Disc.$106.5M
Employees6
Clients1
DateFeb 2013
Total AUM$117.3M
Discretionary$10.8M
Non-Disc.$106.5M
Employees6
Clients1
DateMar 2012
Total AUM$81.7M
Discretionary$2.5M
Non-Disc.$79.2M
Employees1
Clients1
DateMar 2012
Total AUM$81.7M
Discretionary$0
Non-Disc.$81.7M
Employees1
Clients1
DateMar 2011
Total AUM$75.2M
Discretionary$0
Non-Disc.$75.2M
Employees5
Clients--
DateJan 2011
Total AUM$74.1M
Discretionary$0
Non-Disc.$74.1M
Employees5
Clients--
DateDec 2010
Total AUM$74.1M
Discretionary$0
Non-Disc.$74.1M
Employees5
Clients--
DateFeb 2009
Total AUM$75.9M
Discretionary$0
Non-Disc.$75.9M
Employees5
Clients--
DateFeb 2007
Total AUM$73.4M
Discretionary$0
Non-Disc.$73.4M
Employees5
Clients--
DateMar 2006
Total AUM$65.6M
Discretionary$0
Non-Disc.$65.6M
Employees5
Clients--
DateNov 2005
Total AUM$44.1M
Discretionary$0
Non-Disc.$44.1M
Employees5
Clients--
DateJun 2005
Total AUM$44.1M
Discretionary$0
Non-Disc.$44.1M
Employees5
Clients--
DateJun 2005
Total AUM$44.1M
Discretionary$0
Non-Disc.$44.1M
Employees5
Clients--