Trigran Investments, Inc.
Firm details
- Headquarters
- Northbrook, Illinois
- CRD number
- 155200
- Registered since
- June 22, 2011
- Website
- trigraninc.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, COMERICA SECURITIES,INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles88.61%
- Other8.16%
- HNWI3.09%
- Pension & Profit Sharing Plans0.14%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Trigran Investments, Inc. is a corporation registered with the SEC in 2011 that operates as a hedge fund manager serving primarily institutional clients. The firm provides portfolio management across individual and small-business accounts, pooled investment vehicles, and portfolios for businesses or institutions. Fee arrangements include both asset-based fees and performance (incentive) fees. Trigran is not positioned as a capital allocator to a broad set of external managers; instead it both sponsors and serves as general partner/managing member of pooled vehicles it oversees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Cash & Cash Equivalents7%
- State & Local Bonds2%
Contacts
3 of 5Douglas Granat
Director, PresidentCRD 5874406
Lawrence Oberman
Executive Vice President, DirectorCRD 5874407
Bradley Simon
Vice President and PartnerCRD 5874390
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Northbrook, IL
Cook
Location
Northbrook, IL
Headquartered in Northbrook, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 630 Dundee Rd
- Time zone
- CT (UTC-6)
- Office locations
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