Greywolf Loan Management LP (Purchase)


Greywolf Loan Management LP is a large advisory firm based in Purchase. It manages $2.16 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2017.

Greywolf Loan Management provides portfolio management for pooled investment vehicles. 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 Loan Management: assets under management

The assets under management (AUM) of Greywolf Loan Management LP is $2.16 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and $2.16 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $2.16 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $540.49 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Greywolf Loan 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 Loan Management serves?

The only and largest group of clients of Greywolf Loan Management is pooled investment vehicles with 4 clients and $2.16 billion of assets under management. Among the 5 most similar advisory firms, Greywolf Loan Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.16 billion for 4 clients. 100% of the firm’s clients are foreign persons or businesses.

Greywolf Loan Management also advises several private funds. Namely, six securitized asset funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Greywolf Loan Management LP

The company employs 11 people that are either part- or full-time employees. 82 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.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Christopher George Samios Chief compliance officer & general counsel 1 Feb 2017 Other 5774944
Jeffrey Daniel Silva Chief financial officer 1 Feb 2017 Other 4371198
Jonathan Stephen Savitz Limited partner 1 Feb 2017 25% - 50% 1736441
William Robert Troy Limited partner 1 Feb 2017 Other 1140273
James Roland Gillespie Limited partner 1 Feb 2017 25% - 50% 2774894
Brett Matthew Bush Limited partner 1 Feb 2017 Other 5070402
Joseph C Marconi Limited partner 1 Feb 2017 Other 2388729
Greywolf Gp Llc General partner 1 Feb 2017 Other 54-2104223
Greywolf Capital Management Lp General partner and series 2017-a limited partner 1 Jun 2017 75% - 100% 138715

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Jonathan Stephen Savitz Chief executive officer 1 Feb 2003 25% - 50% 1736441
Jonathan Stephen Savitz Managing member 1 Mar 2003 75% - 100% 1736441
James Roland Gillespie Limited partner 1 Mar 2003 25% - 50% 2774894
Greywolf Gp Llc General partner 1 Mar 2003 Other 54-2104223

Based in Purchase

The principal office where Greywolf Loan Management LP performs its advisory services is located at 4 Manhattanville Road, Purchase, NY 10577, which is also the mailing address of the firm. 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 8:00am - 6:00pm on Monday - Friday.