GRANITE PARTNERS
Firm details
- Headquarters
- SAINT CLOUD, Minnesota
- CRD number
- 158378
- Registered since
- March 29, 2012
- Website
- www.granite.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Granite Partners is organized as a limited liability company and operates as a private equity manager focused on pooled investment vehicles for institutional investors. The firm acts as sponsor, general partner and managing member on its funds, running portfolio management for those pooled vehicles and collecting both AUM-based fees and performance fees. Registered with the SEC since 2012, Granite Partners does not present itself as an active ESG investor and is not set up as a multi-state adviser. Investment activity centers on closed-end, illiquid strategies typical of private equity managers: building funds, sourcing and underwriting transactions, and running portfolio companies through hold and exit cycles. Granite Partners’ client base is institutional and concentrated—its structure and fee mix indicate a focus on delivering excess return through active asset management at the fund level and through manager-led dealmaking.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Carrie Willis
Chief Operating OfficerCRD 7358101
RICHARD BAUERLY
Founder & CEOCRD 6015976
Contacts
2 of 2MICHELLE BAUERLY-KOPEL
Partner, Vice PresidentCRD 6102012
GREGORY SCHUMACHER
PartnerCRD 6102094
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAINT CLOUD, MN
STEARNS
Location
SAINT CLOUD, MN
Headquartered in SAINT CLOUD, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- STEARNS
- Address
- 1100 W Saint Germain St
- Time zone
- CT (UTC-6)
- Office locations
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