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William Stephen Greif

Brave Warrior Advisors, LLC

San Antonio, TX

CRD 5561303

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Employer firm

Brave Warrior Advisors, LLC CRD 108894

$5.64B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Brave Warrior Advisors, Llc

12 East 49Th Street 31St Fl., New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-28
NY RA APPROVED 2021-11-10
  • TX RA
    APPROVED
    Since 2024-01-28
  • NY RA
    APPROVED
    Since 2021-11-10

Branch Locations

San Antonio, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brave Warrior Advisors New York City NY 05/2014 Present
  • 05/2014 → Present
    Brave Warrior Advisors
    New York City, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-10
S63 Uniform Securities Agent State Law Examination 2011-08-02
  • S65 Uniform Investment Adviser Law Examination
    2021-09-10
  • S63 Uniform Securities Agent State Law Examination
    2011-08-02
Other Names
  • William S Greif

View on SEC IAPD

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