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 SEC-registered investment adviser that operates as both an independent RIA and a private equity sponsor/manager. The firm serves a mix of individuals, families and institutional clients and acts as a capital allocator and sponsor/GP for pooled vehicles. Its advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles and selection of third‑party advisers. Compensation combines a percentage‑of‑AUM structure with performance‑based fees. Granger does not identify as an active ESG investor.

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

    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

$376M in ETFs

Passive

100%

$376M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI ACWI ETF (ACWI)BlackRockPassiveGlobal Large Stock Blend$257M1,858,12168.31%

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth