Granger Management LLC

RIASEC RegisteredEst. 2014
Total AUM
$4.9B
Discretionary
$4.9B
100% of AUM
Avg account
$308M
Accounts
16
Employees
12
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
168096
Registered since
January 23, 2014
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, GOLDMAN SACHS & CO. LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses81.41%
  • Pooled Investment Vehicles17.33%
  • HNWI1.26%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Granger Management LLC is an LLC-style investment adviser that registered with the SEC in 2014. It operates both as an independent registered investment adviser and as a private fund sponsor, positioning itself as a capital allocator for wealthy individuals, families and institutional investors. The firm provides portfolio management for individuals and small businesses, manages pooled investment vehicles, and performs selection-of-other-advisers work. Its compensation structure combines a percentage-of-AUM fee with performance-based fees, reflecting a mix of advisory and fund-management activity. Granger is not identified as an active ESG investor and is not listed as a multi-state adviser. The firm also serves in sponsor/GP and managing-member capacities for pooled vehicles and acts as a sponsor of limited partnerships (excluding certain pooled vehicles).

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 58%, Other 26%, Public Funds/Mutual Funds 10%, Derivatives 3%, Cash & Cash Equivalents 3%, Exchange Traded Equities 1%58%
  • Private Funds58%
  • Other26%
  • Public Funds/Mutual Funds10%
  • Derivatives3%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Marc Blieden

    Marc Blieden

    Chief Operating Officer and Chief Compliance OfficerCRD 7094217

Contacts

1 of 1
  • Andrew Walter

    Founder & Managing MemberCRD 2508912

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 6

Active vs passive

$334M in ETFs

Passive

100%

$334M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI ACWI ETF (ACWI)BlackRockPassiveGlobal Large Stock Blend$208M1,322,12162.13%

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
510 Madison Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth