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55 Old Field Point Road, Greenwich, CT 06830 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-29 |
| CT | RA | APPROVED | 2021-01-21 |
Branch Locations
55 Old Field Point Road, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hc Technologies Llc | New York | NY | 04/2016 | 01/2017 |
| Velocity Capital Llc | New York | NY | 03/2017 | 01/2019 |
| Gray Oak Capital, Llc | Greenwich | CT | 02/2017 | Present |
| Gray Oak Capital Management, Llc | Greenwich | CT | 02/2018 | Present |
1.) Gray Oak Capital Management, LLC; Investment related; 537 Steamboat Road, Suite 200 Greenwich, CT 06830; Exempt Reporting Advisor; CEO/CCO; 2018; 10 hrs per month; 1 hr during trading; Investment Advisor. 2.) Aegir Holdings LLC; non-investment related; 55 Old Field Point Road, CT 06820; Managing Member; limit hours - none during trading hours; LLC will be utilized to buy/lease vending machines; October 2025. 3.) Intelligent Machines Group, LLC; non-investment related; 55 Old Field Point Road, CT 06820; Managing Member and 100% owner; Operating Company for vending machines; approx 4 hours per month, none during trading hours; October 2025. 4.) Gray Oak Opportunity Fund, GP: investment related; 55 Old Field Point Road, Greenwich, CT, 06830; Fund; Managing Member; April 2020; 10-15 per month; receive mgmt fees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-08 |
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