Granahan Investment Management LLC

RIASEC Registered

Total AUM

$2.4B

Discretionary

$2.4B

100% of AUM

Avg account

$31.9M

Accounts

74

Employees

20

Advisory reps

5

Firm details

Headquarters: Waltham, Massachusetts
CRD number: 107745
Website: www.granahan.com
Custodians: HSBC, J.P. MORGAN SECURITIES INC., CACEIS BANK IRELAND BRANCH
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles35.61%
Investment Companies22.57%
State / Municipal Government13.34%
Charitable Organizations12.47%
Corporations / Businesses9.96%

Firm profile

FINTRX

Overview

Granahan Investment Management LLC is an investment adviser that manages assets for both individual and family clients as well as institutional investors. The firm charges a standard percentage-of-AUM advisory fee and also uses performance-based fee arrangements for some relationships. Public equity exposure is a clear focus in the firm’s reported holdings, and Granahan does not present itself as an active ESG investor. Regulatory descriptors in the source indicate it is not a multi-state adviser, it is not a pension consultant, and it does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities98%
Cash & Cash Equivalents2%

Owners & executives

3 of 3

Brian Granahan
Senior Vice President & Chief Operating OfficerCRD 4937843
Jane White
Co-Founder, President & CEOCRD 4338047
David Rose
Senior Vice President & Chief Investment OfficerCRD 3107075

Contacts

2 of 2

Andrew Beja
Senior Vice PresidentCRD 1353530
Jennifer Pawloski
Senior Vice President, Financial Officer and Managing DirectorCRD 4778493

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Waltham, MA

Middlesex

Location

Waltham, MA

Headquartered in Waltham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: Middlesex
Address: 404 Wyman St
Time zone: ET (UTC-5)
Office locations

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