GRANITE INVESTMENT PARTNERS, LLC

RIASEC RegisteredEst. 2009

Total AUM

$1.8B

Discretionary

$1.8B

100% of AUM

Avg account

$3.8M

Accounts

489

Employees

Advisory reps

Firm details

Headquarters: EL SEGUNDO, California
CRD number: 150632
Registered since: July 23, 2009
Website: www.granitepartners-llc.com
Custodians: CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI43.74%
Pension & Profit Sharing Plans21.38%
Individuals11.37%
State / Municipal Government10.8%
Charitable Organizations6.71%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Granite Investment Partners, LLC is an SEC‑registered investment adviser set up as an LLC in 2009 that operates as both an independent RIA and a hedge fund manager. The firm acts as a capital allocator for a mix of individual/family and institutional clients, managing portfolios on a discretionary basis and running pooled investment vehicles. Its advisory services cover separately managed accounts for individuals and small businesses, pooled vehicles, and portfolio management for businesses or institutions. Granite charges both asset‑based fees and performance‑linked fees, and it identifies as an active ESG investor in its process.