Granite Group Advisors, LLC

RIASEC Registered

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, individual-owned RIA organized as an LLC and registered with the SEC in 2003. The firm acts as a capital allocator for both individual/family and institutional clients, offering fee arrangements that include percentage-of-AUM, fixed fees, and performance-based fees. Its advisory services cover discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio management for businesses and institutions, pension consulting services, selection of other advisers, and educational seminars and workshops. Granite Group also participates on the sponsor/GP side and serves as a managing member of pooled investment vehicles. The firm does not present itself as an active ESG investor.