Granger Management LLC

RIASEC RegisteredEst. 2014
Total AUM
$4.9B
Discretionary
$4.9B
100% of AUM
Avg account
$308M
Accounts
16
Employees
12
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
168096
Registered since
January 23, 2014
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, GOLDMAN SACHS & CO. LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses81.41%
  • Pooled Investment Vehicles17.33%
  • HNWI1.26%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Granger Management LLC is a limited liability company that operates as both an independent registered investment adviser and a private equity fund sponsor. Registered with the SEC in 2014, the firm functions as a capital allocator and manager, serving individual and family clients as well as institutional investors. Its advisory activities span discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles and the selection of other advisers. Compensation is a mix of percentage-of-AUM fees and performance-based fees. Granger does not identify 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: Private Funds 58%, Other 26%, Public Funds/Mutual Funds 10%, Derivatives 3%, Cash & Cash Equivalents 3%, Exchange Traded Equities 1%58%
  • Private Funds58%
  • Other26%
  • Public Funds/Mutual Funds10%
  • Derivatives3%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Marc Blieden

    Marc Blieden

    Chief Operating Officer and Chief Compliance OfficerCRD 7094217

Contacts

1 of 1
  • Andrew Walter

    Founder & Managing MemberCRD 2508912

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 6

Active vs passive

$334M in ETFs

Passive

100%

$334M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI ACWI ETF (ACWI)BlackRockPassiveGlobal Large Stock Blend$208M1,322,12162.13%

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
510 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth