Grandeur Peak Global Advisors

RIASEC RegisteredEst. 2011

Total AUM

$3.8B

Discretionary

$3.8B

100% of AUM

Avg account

$224M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Salt Lake City , Utah
CRD number: 158270
Registered since: July 6, 2011
Website: www.grandeurpeakglobal.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, STATE STREET BANK AND TRUST COMPANY, CIBC WORLD MARKETS CORP.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies65.5%
Charitable Organizations16.79%
State / Municipal Government10.64%
Pooled Investment Vehicles5.51%
Other Investment Advisers1.55%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Grandeur Peak Global Advisors is an SEC-registered investment adviser formed in 2011 and organized as an LLC. The firm operates with a hedge-fund orientation and serves primarily institutional clients. Its advisory work spans portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. Compensation includes a percentage-of-AUM component alongside performance-based fees. The firm identifies as an active ESG investor and manages assets through discretionary mandates.