OUR INVESTMENTS

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Affinity

Private Assets

Greyfin leads:

Chuck Svirk

INVESTED IN 2018

GOOGL

Alphabet Inc. (Google)

Public Equities

Greyfin leads:

Chuck Svirk

AMZN

Amazon.com, Inc.

Public Equities

Greyfin leads:

Chuck Svirk

Blackstone Inc.

Public Equities

Greyfin leads:

Chuck Svirk

Checkbook

Private Assets

Greyfin leads:

Chuck Svirk

INVESTED IN 2021

Commercial

Real Estate

Greyfin leads:

Chuck Svirk

ConnectDER

Private Assets

Greyfin leads:

Chuck Svirk

INVESTED IN 2024

DAVE

Dave Inc.

Public Equities

Greyfin leads:

Chuck Svirk

DAL

Delta Air Lines, Inc.

Public Equities

Greyfin leads:

Chuck Svirk

Even Financial

Private Assets

Greyfin leads:

Chuck Svirk

INVESTED IN 2019

XOM

Exxon Mobil Corporation

Public Equities

Greyfin leads:

Chuck Svirk

Farther

Private Assets

Greyfin leads:

Chuck Svirk

INVESTED IN 2022

Ford Motor Company

Public Equities

Greyfin leads:

Chuck Svirk

Gradient AI

Private Assets

Greyfin leads:

Chuck Svirk

INVESTED IN 2018

Industrial

Real Estate

Greyfin leads:

Chuck Svirk

Insurify

Private Assets

Greyfin leads:

Chuck Svirk

INVESTED IN 2016

JPM

JPMorgan Chase & Co.

Public Equities

Greyfin leads:

Chuck Svirk

Ledger Investing

Private Assets

Greyfin leads:

Chuck Svirk

INVESTED IN 2017

LinkSquares

Private Assets

Greyfin leads:

Chuck Svirk

INVESTED IN 2018

One Inc.

Private Assets

Greyfin leads:

Chuck Svirk

INVESTED IN 2016

OPEN

Opendoor Technologies Inc.

Public Equities

Greyfin leads:

Chuck Svirk

PLTR

Palantir Technologies Inc.

Public Equities

Greyfin leads:

Chuck Svirk

Pano AI

Private Assets

Greyfin leads:

Chuck Svirk

INVESTED IN 2025

Prove

Private Assets

Greyfin leads:

Chuck Svirk

INVESTED IN 2018

PRU

Prudential Financial, Inc.

Public Equities

Greyfin leads:

Chuck Svirk

QQQ

QQQ (Invesco QQQ Trust, Series 1)

Public Equities

Greyfin leads:

Chuck Svirk

Residential

Real Estate

Greyfin leads:

Chuck Svirk

Runwise

Private Assets

Greyfin leads:

Chuck Svirk

INVESTED IN 2025

Treehouse

Private Assets

Greyfin leads:

Chuck Svirk

INVESTED IN 2024

Turtlemint

Private Assets

Greyfin leads:

Chuck Svirk

INVESTED IN 2020

UBER

Uber Technologies, Inc.

Public Equities

Greyfin leads:

Chuck Svirk

Upright

Private Assets

Greyfin leads:

Chuck Svirk

INVESTED IN 2021

VIA

Private Assets

Greyfin leads:

Chuck Svirk

INVESTED IN 2025

VOO

VOO (Vanguard S&P 500 ETF)

Public Equities

Greyfin leads:

Chuck Svirk

VTWO

VTWO (Vanguard Russell 2000 Index ETF)

Public Equities

Greyfin leads:

Chuck Svirk

Zylo

Private Assets

Greyfin leads:

Chuck Svirk

INVESTED IN 2023