GRANAHAN INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 1985
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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
  • 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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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