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
Registered since
March 18, 1985
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%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Granahan Investment Management LLC is an institutional registered investment adviser organized as an LLC that provides discretionary portfolio management to both individual and family clients as well as institutional investors. The firm is SEC-registered (initial registration recorded in 1985) and charges clients primarily on a percentage-of-assets basis, with some arrangements that include performance-based fees. Its advisory scope covers separately managed accounts, investment companies, pooled investment vehicles and portfolios for businesses or institutions. Granahan does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3
  • Jane White

    Jane White

    Co-Founder, President & CEOCRD 4338047

  • Brian Granahan

    Brian Granahan

    Senior Vice President & Chief Operating OfficerCRD 4937843

  • David Rose

    David Rose

    Senior Vice President & Chief Investment OfficerCRD 3107075

Contacts

2 of 2
  • Jennifer Pawloski

    Jennifer Pawloski

    Senior Vice President, Financial Officer and Managing DirectorCRD 4778493

  • Andrew Beja

    Andrew Beja

    Senior Vice PresidentCRD 1353530

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth