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 a privately held investment advisor organized as an LLC and registered with the SEC since 1985. The firm serves both individual and family clients as well as institutional investors, managing portfolios for individuals, small businesses, pooled vehicles and investment companies. Its fee arrangements combine a percentage-of-assets model with performance-based fees. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It operates under a single-state registration and does not list pension consulting or related-adviser activities.
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 3BRIAN 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 2ANDREW BEJA
Senior Vice PresidentCRD 1353530
JENNIFER PAWLOSKI
Senior Vice President, Financial Officer and Managing DirectorCRD 4778493
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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