Granahan Investment Management LLC
Firm details
- Headquarters
- Waltham, Massachusetts
- CRD number
- 107745
- Registered since
- March 18, 1985
- 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%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Granahan Investment Management LLC is an SEC-registered investment adviser organized as an LLC and operating since the mid-1980s. The firm serves both individual and family clients as well as institutional investors, offering fee arrangements that combine a percentage of assets under management with performance-based fees. Its advisory work covers discretionary portfolio management across individual and small-business accounts, investment companies, pooled vehicles and institutional or corporate portfolios. Granahan does not self-identify as an ESG-focused investor and is not structured as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3
Jane White
Co-Founder, President & CEOCRD 4338047

Brian Granahan
Senior Vice President & Chief Operating OfficerCRD 4937843

David Rose
Senior Vice President & Chief Investment OfficerCRD 3107075
Contacts
2 of 2
Jennifer Pawloski
Senior Vice President, Financial Officer and Managing DirectorCRD 4778493

Andrew Beja
Senior Vice PresidentCRD 1353530
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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