Nathan Reed Wallace

Employer firm

Greyfox Investors LLC CRD 334180

$1.62M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

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

Current Employers

Greyfox Investors Llc

Ventura, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-12-20

CA RA
APPROVED

Since 2024-12-20

Branch Locations

Ventura, CA • United States

Ojai, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Grasswood Partners	Malibu	CA	11/2010	03/2019
Greyfox Investors Llc	Ojai	CA	07/2013	Present
Savvy Advisors, Inc.	New York	NY	07/2022	Present

11/2010 → 03/2019

Grasswood Partners

Malibu, CA
07/2013 → Present

Greyfox Investors Llc

Ojai, CA
07/2022 → Present

Savvy Advisors, Inc.

New York, NY

Previous Registrations

2024-09-09 → 2025-11-06

Greyfox Investors Llc

Ventura, CA

Ojai, CA
2022-07-13 → 2024-09-04

Savvy

Ojai, CA
2023-02-14 → 2023-06-30

Greyfox Investors Llc

Ventura, CA
2013-09-19 → 2022-12-31

Greyfox Investors Llc

Ventura, CA
2012-10-11 → 2013-08-31

Ten Asset Management, Inc.

Ojai, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-10-10

S65 Uniform Investment Adviser Law Examination

2012-10-10

View on SEC IAPD