Granite Investment Partners, LLC

RIASEC Registered

Total AUM

$1.8B

Discretionary

$1.8B

100% of AUM

Avg account

$3.8M

Accounts

489

Employees

Advisory reps

Firm details

Headquarters: El Segundo, California
CRD number: 150632
Registered since: July 23, 2009
Website: www.granitepartners-llc.com
Custodians: CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI43.74%
Pension & Profit Sharing Plans21.38%
Individuals11.37%
State / Municipal Government10.8%
Charitable Organizations6.71%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Granite Investment Partners, LLC is an independent registered investment adviser and hedge fund manager that has been SEC registered since 2009. Organized as an LLC, the firm operates as a capital allocator for both individual and institutional clients and charges a mix of AUM-based fees and performance fees. Its advisory services span discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and institutional clients. Granite identifies as an active ESG investor and lists equities as a primary preference.