Granite Group Advisors, LLC

RIASEC RegisteredEst. 2003

Total AUM

$830M

Discretionary

$425M

51% of AUM

Avg account

$1M

Accounts

829

Employees

Advisory reps

Firm details

Headquarters: Stamford, Connecticut
CRD number: 127357
Registered since: July 1, 2003
Website: www.granitegroupadvisors.com
Custodians: RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI47.41%
Other42.55%
Pension & Profit Sharing Plans4.73%
Charitable Organizations3.48%
Investment Companies1.57%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Granite Group Advisors, LLC is an independent, individually owned registered investment adviser that has been operating since 2003. The firm describes itself as a capital allocator and serves both individual/family and institutional clients. Its advisory scope includes discretionary and non-discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutions, along with selection of other advisers and educational seminars. Fee arrangements include percentage-of-AUM billing, fixed fees and performance-based fees. The firm is not identified as an active ESG investor and is reported as operating from a single-state footprint. Granite Group Advisors also appears on the sponsor/GP side of pooled vehicles, acting as sponsor, general partner or managing member for investment structures it manages or sponsors.