⚲
|
Granahan Investment Management LLC
✚
|
|
---|---|
CRD # | 107745 |
SEC # | 801-23705 |
CIK # | 0001026710 |
AUM | $3.3 BB (2023-03-31) |
Employees | 19 (37% Investors, 0% Brokers) |
Phone | 781-890-4412 |
Address | 404 Wyman Street, Suite 460 Waltham, MA 02451 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($BB) |
---|
Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
AXON | 6.7 | 0.1 | |
EVH | 2.8 | 0.1 | |
SPSC | 4.0 | 0.1 | |
PAYC | 17.3 | 0.1 | |
ETSY | 9.4 | 0.1 | |
MGNI | 1.3 | 0.1 | |
INDI | 0.7 | 0.1 | |
HUBS | 14.7 | 0.1 | |
ZETA | 1.0 | 0.1 | |
RBA | 6.9 | 0.1 | |
View All |
Holdings by Sector ($BB) |
---|
Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | GIM Small Cap Discoveries LLC | [2012-04-02] | 1.1 | 5.7 |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 38 | 0.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 5 | 0.7 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 7 | 1.3 |
(g) Pension and profit sharing plans | 9 | 0.3 |
(h) Charitable organizations | 9 | 0.2 |
(i) State or municipal government entities | 7 | 0.4 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 23 | 0.3 |
(n) Other | 0 | 0.0 |
Total | 98 | 3.3 |
By Discretionary | ||
Discretionary | 98 | 3.3 |
Non-Discretionary | 0 | 0.0 |
Total | 98 | 3.3 |
By Non-United States Persons | ||
Non-United States Persons | 1.8 | |
United States Persons | 1.5 | |
Total | 98 | 3.3 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
---|---|---|---|
Brian Granahan | 1 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001026710] | |
SC 13G | [0001026710] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Axxcess Wealth Management LLC
✚
|
CA | 3.4 |
BRR OPCO LLC
✚
|
OH | 3.4 |
Adero Partners LLC
✚
|
CA | 3.4 |
Graypoint LLC
✚
|
NY | 3.4 |
Moss Adams Wealth Advisors LLC
✚
|
WA | 3.3 |
Prio Wealth Limited Partnership
✚
|
MA | 3.3 |
Bowen Hanes & Co Inc
✚
|
FL | 3.3 |
Aristotle Capital Boston LLC
✚
|
MA | 3.3 |
GMO Singapore PTE Limited
✚
|
3.2 | |
Cardinal Capital Management LLC
✚
|
CT | 3.2 |