Granahan Investment Management LLC
Firm details
- Headquarters
- Waltham, Massachusetts
- CRD number
- 107745
- Registered since
- March 18, 1985
- Website
- www.granahan.com
- Custodians
- HSBC, J.P. MORGAN SECURITIES INC., CACEIS BANK IRELAND BRANCH
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles35.61%
- Investment Companies22.57%
- State / Municipal Government13.34%
- Charitable Organizations12.47%
- Corporations / Businesses9.96%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Granahan Investment Management LLC is an institutional registered investment adviser organized as an LLC that provides discretionary portfolio management to both individual and family clients as well as institutional investors. The firm is SEC-registered (initial registration recorded in 1985) and charges clients primarily on a percentage-of-assets basis, with some arrangements that include performance-based fees. Its advisory scope covers separately managed accounts, investment companies, pooled investment vehicles and portfolios for businesses or institutions. Granahan does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities98%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3
Jane White
Co-Founder, President & CEOCRD 4338047

Brian Granahan
Senior Vice President & Chief Operating OfficerCRD 4937843

David Rose
Senior Vice President & Chief Investment OfficerCRD 3107075
Contacts
2 of 2
Jennifer Pawloski
Senior Vice President, Financial Officer and Managing DirectorCRD 4778493

Andrew Beja
Senior Vice PresidentCRD 1353530
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Waltham, MA
Middlesex
Location
Waltham, MA
Headquartered in Waltham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 404 Wyman St
- Time zone
- ET (UTC-5)
- Office locations
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