GRANITE PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$629M
Accounts
3
Employees
34
Advisory reps
4

Firm details

Headquarters
SAINT CLOUD, Minnesota
CRD number
158378
Registered since
March 29, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Granite Partners is organized as a limited liability company and operates as a private equity manager focused on pooled investment vehicles for institutional investors. The firm acts as sponsor, general partner and managing member on its funds, running portfolio management for those pooled vehicles and collecting both AUM-based fees and performance fees. Registered with the SEC since 2012, Granite Partners does not present itself as an active ESG investor and is not set up as a multi-state adviser. Investment activity centers on closed-end, illiquid strategies typical of private equity managers: building funds, sourcing and underwriting transactions, and running portfolio companies through hold and exit cycles. Granite Partners’ client base is institutional and concentrated—its structure and fee mix indicate a focus on delivering excess return through active asset management at the fund level and through manager-led dealmaking.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

2 of 2
  • Carrie Willis

    Chief Operating OfficerCRD 7358101

  • RICHARD BAUERLY

    Founder & CEOCRD 6015976

Contacts

2 of 2
  • MICHELLE BAUERLY-KOPEL

    Partner, Vice PresidentCRD 6102012

  • GREGORY SCHUMACHER

    PartnerCRD 6102094

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

SAINT CLOUD, MN

STEARNS

Location

SAINT CLOUD, MN

Headquartered in SAINT CLOUD, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
STEARNS
Address
1100 W Saint Germain St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth