Granite Investment Partners, LLC
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
FINTRXOverview
Granite Investment Partners, LLC is an SEC-registered investment adviser and hedge fund manager organized as an LLC and in business since 2009. The firm functions as both an allocator and active manager, serving individual and family clients as well as institutional accounts. Its advisory mandate includes discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and institutional or business clients. Granite charges traditional asset-based fees alongside performance-linked compensation and identifies as an active ESG investor.
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 Equities91%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 10
Joshua Shaskan
Principal & Portfolio ManagerCRD 2420904
Bradley Slocum
Co-FounderCRD 1443339
Gary Rolle'
Principal & Portfolio ManagerCRD 4331936
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$22.8M in ETFs
100%
$22.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST NASDAQ CYBERSECURITY ETF (CIBR) | First Trust | Passive | Technology | $6.3M | 70,045 | 27.58% |
Location
El Segundo, CA
Los Angeles
Location
El Segundo, CA
Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 2321 Rosecrans Ave
- Time zone
- PT (UTC-8)
- Office locations
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