Grandeur Peak Global Advisors
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 158270
- Registered since
- July 6, 2011
- Website
- www.grandeurpeakglobal.com
- Custodians
- THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, STATE STREET BANK AND TRUST COMPANY, CIBC WORLD MARKETS CORP.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies65.5%
- Charitable Organizations16.79%
- State / Municipal Government10.64%
- Pooled Investment Vehicles5.51%
- Other Investment Advisers1.55%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Grandeur Peak Global Advisors is an SEC-registered investment adviser organized as an LLC that operates with an institutional client focus and a hedge-fund orientation. The firm provides portfolio management across pooled vehicles, investment companies, and institutional accounts. Its fee schedule includes both a percentage-of-AUM component and performance-based fees. Grandeur Peak describes itself as an active ESG investor and runs private funds alongside its separate-account activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities97%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Bradley Barth
Deputy Chief Investment OfficerCRD 5825893
Contacts
3 of 16
Eric Huefner
Co-Founder, President and CCOCRD 5239851
Todd Matheny
Head of Client RelationsCRD 5695195
Robert Green
Director of Research & QuantitativeCRD 6566428
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$2.8M in ETFs
100%
$2.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $2.8M | 9,286 | 100.00% |
Location
Salt Lake City , UT
Salt Lake
Location
Salt Lake City , UT
Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 136 S Main St
- Time zone
- MT (UTC-7)
- Office locations
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