Grandeur Peak Global Advisors

RIASEC RegisteredEst. 2011

Total AUM

$3.8B

Discretionary

$3.8B

100% of AUM

Avg account

$224M

Accounts

17

Employees

50

Advisory reps

17

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 a privately held investment firm organized as an LLC and registered with the SEC in 2011. The firm operates as a hedge-fund style manager serving predominantly institutional clients and charges a combination of asset‑based and performance fees. Its advisory work includes portfolio management for registered investment companies, pooled investment vehicles and institutional or business clients. The firm reports being an active ESG investor, and it runs product structures that include hedge funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities97%
Cash & Cash Equivalents3%

Owners & executives

1 of 1

Bradley Barth
Deputy Chief Investment OfficerCRD 5825893

Contacts

3 of 16

Eric Huefner
Co-Founder, President and CCOCRD 5239851
Todd Matheny
Head of Client RelationsCRD 5695195
Robert Green
Director of Research & QuantitativeCRD 6566428

Unlock 13 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$2.8M in ETFs

Passive

100%

$2.8M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES RUSSELL 2000 ETF (IWM)	BlackRock	Passive	Small Blend	$2.8M	9,286	100.00%

Primary office

Salt Lake City , UT

Salt Lake

Location

Salt Lake City , UT

Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area: Salt Lake City-Provo-Orem, UT
Region: West
County: Salt Lake
Address: 136 S Main St
Time zone: MT (UTC-7)
Office locations

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