Granite Financial Partners LLC

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Granite Financial Partners LLC
CRD #172241
SEC #801-113236
CIK #0001542266, 0001545451
AUM
Employees 6 (33% Investors, 0% Brokers)
Phone603-554-8551
Address388 Nashua Street
Milford, NH 03055
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
3002401801206002010201420192024
CIK Period
0001542266 0001545451
Sector Form 13F Holdings Value ($B)
Microsoft Corp 0.1
Apple Inc 0.0
Nvidia Corp 0.0
Amazon Com Inc 0.0
General Electric Co 0.0
Eaton Corp Ltd 0.0
Wintrust Financial Corp 0.0
GE Vernova Inc 0.0
Alphabet Inc 0.0
CBIZ Inc 0.0
VISA Inc 0.0
Agilysys Inc 0.0
McGraw-hill Companies Inc 0.0
Stryker Corp 0.0
Wingstop Inc 0.0
Rockwell Automation Inc 0.0
Hubbell Inc 0.0
Kratos Defense & Security Solutions Inc 0.0
Lilly Eli & Co 0.0
Facebook Inc 0.0
Casella Waste Systems Inc 0.0
Tower Semiconductor Ltd 0.0
elf Beauty Inc 0.0
Deere & Co 0.0
Arlo Technologies Inc 0.0
Guardant Health Inc 0.0
Glaukos Corp 0.0
Hayward Holdings Inc 0.0
Trinity Industries Inc 0.0
J P Morgan Chase & Co 0.0
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 171 34.9
(b) Individuals (high net worth individuals) 29 79.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 63 127.8
(h) Charitable organizations 2 4.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 1 1.9
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 7 1.5
(n) Other 0 0.0
Total 540 250.1
By Discretionary
Discretionary 518 226.8
Non-Discretionary 22 23.4
Total 540 250.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 250.1
Total 540 250.1
EDGAR Form CIK 2011 - 2025
13F-HR [0001542266]
D [0001545451]
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