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| Happy Holidays!! thanks for using AUM13F!! |
| Granite FO LLC
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| CRD # | 323432 |
| SEC # | 801-126787 |
| CIK # | 0002034090 |
| AUM | $883.9 M (2025-03-12) |
| Employees | 5 (100% Investors, 20% Brokers) |
| Phone | 212-365-7624 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002034090 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Golub Capital BDC Inc | 7.4 | ||
| Micron Technology Inc | 6.5 | ||
| Altimar Acquisition Corp | 4.7 | ||
| Ares Capital Corp | 3.7 | ||
| Amazon Com Inc | 3.1 | ||
| Apple Inc | 1.8 | ||
| Microsoft Corp | 1.6 | ||
| Ares Management LP | 1.3 | ||
| Owl Rock Capital Corp | 1.1 | ||
| Alphabet Inc | 1.0 | ||
| Lilly Eli & Co | 1.0 | ||
| SPDR Gold Trust | 0.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 74 | 843.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 4 | 40.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 78 | 883.9 |
| By Discretionary | ||
| Discretionary | 78 | 883.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 78 | 883.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 883.9 | |
| Total | 78 | 883.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002034090] |
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Worthpointe LLC
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Hutchinson Capital Management
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Spinnaker Investment Group LLC
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Adamsbrown Wealth Consultants LLC
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KS | 0.9 |
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Glen Eagle Advisors LLC
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