GRANITESHARES ADVISORS LLC

RIASEC RegisteredEst. 2017
Total AUM
$9.2B
Discretionary
$0
0% of AUM
Avg account
$137M
Accounts
67
Employees
6
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
287806
Registered since
March 8, 2017
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Graniteshares Advisors LLC operates as an institutional-focused adviser and sponsor of pooled investment vehicles. The firm is organized as a limited liability company and registered with the SEC in 2017. Its business profile centers on portfolio management for investment companies and other pooled vehicles and it is also registered to perform CPO/CTA activities. Fee arrangements are based on a percentage of assets under management, and the firm does not present itself as an active ESG investor. Investment activity is concentrated on managing collective vehicles and providing institutional strategies rather than delivering discretionary retail wealth management. The firm's filings show a meaningful position set in US-listed equities and exchange-traded products across roughly 90 names, with a preference for liquid, large-cap securities as reflected by its largest holding in Microsoft Corp. Graniteshares also acts as an adviser and sponsor/GP for pooled vehicles, which suggests its investment platform is used to package strategies into funds or ETFs for institutional distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • WILLIAM RHIND

    Founder and CEOCRD 5652588

  • BENOIT AUTIER

    COOCRD 5653148

Contacts

1 of 1
  • JEFFREY KLEARMAN

    Portfolio ManagerCRD 1703992

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
250 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth