Greywolf Capital Management LP (Purchase)

Name: Greywolf Capital Management LP
Address: 4 Manhattanville Road, Purchase, NY, 10577 2119
Telephone: 914-251-8200

Greywolf Capital Management LP is a large advisory firm based in Purchase. It manages $3.92 billion of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California and New York.

Greywolf Capital Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Greywolf Capital Management: assets under management

The assets under management (AUM) of Greywolf Capital Management LP is $3.92 billion. The firm's AUM has grown by 69% since the beginning of its operation, and $3.79 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $3.91 billion in discretionary accounts and $10.47 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $81.4 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $10.47 million.

Greywolf Capital Management has custody of $799.81 million in cash and securities for 20 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Greywolf Capital Management LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Greywolf Capital Management serves?

The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Greywolf Capital Management is pooled investment vehicles with 26 clients and $3.9 billion of assets under management. Among the 10 most similar advisory firms, Greywolf Capital Management has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $3.92 billion for 27 clients. 81% of the firm’s clients are foreign persons or businesses.

Greywolf Capital Management also advises several private funds. Namely, eighteen hedge funds and six securitized asset funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $1,000,000.

Careers at Greywolf Capital Management LP

The company employs 29 people that are either part- or full-time employees. 45 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Joseph C Marconi joined the executive team most recently as the Limited Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jonathan Stephen Savitz	Chief executive officer	1 Feb 2003	25% - 50%	1736441
William Robert Troy	Chief risk officer	1 Feb 2003	Other	1140273
James Roland Gillespie	Limited partner	1 Mar 2003	25% - 50%	2774894
Greywolf Gp Llc	General partner	1 Mar 2003	Other	54-2104223
Cevdet Samikoglu	Limited partner	1 Mar 2003	Other	2931461
Robert Alan Miller	Limited partner	1 Mar 2003	Other	1983452
David Chet Wolinsky	Chief compliance officer	1 Apr 2005	Other	5070403
Brett Matthew Bush	Chief operating officer	1 May 2005	Other	5070402
Brett Bush	Chief operating officer	1 May 2005	Other	5070402
Gregory Thomas Mount	Limited partner	1 Sep 2005	Other	2158026
Michelle Lynd	General counsel/chief compliance officer	1 Feb 2006	Other	5098955
Stephen Comer Ellwood	Chief compliance officer	1 Aug 2006	Other	2966159
Dave Ray	General counsel	1 Oct 2007	Other	5460549
Christopher George Samios	Chief compliance officer & associate general counsel	1 Mar 2010	Other	5774944
Jeffrey Daniel Silva	Chief financial officer	1 Jul 2010	Other	4371198
Joseph C Marconi	Limited partner	1 Sep 2013	Other	2388729

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Jonathan Stephen Savitz	Managing member	1 Mar 2003	75% - 100%	1736441

Based in Purchase

The principal office where Greywolf Capital Management LP performs its advisory services is located at 4 Manhattanville Road, Purchase, NY 10577 2119, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 914-251-8200 or by fax 914-251-8244. The normal business hours are 8:00-6:00 on Monday - Friday. You can find more information about the New York firm at greywolfcapital.com.