Granite Group Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Granite Group Advisors LLC
CRD #127357
SEC #801-62197
CIK #0002018114, 0001464586
AUM 829.6 M (2026-03-26)
Employees 8 (25% Investors, 0% Brokers)
Fees
Minimum
Phone203-210-7814
Address1 Landmark Square
Stamford, CT 06901
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
90072054036018002003201120192027
In the News
Thu, 23 Jul 2026 Granite Group Advisors, LLC - Portfolio Stock Holdings — Quiver Quantitative
Sector Form 13F Holdings Value ($M)
Walt Disney Co 64.7
Microsoft Corp 5.8
Apple Inc 3.9
ITT Corp 3.9
PNC Financial Services Group Inc 3.4
Starbucks Corp 3.1
US Bancorp de 3.1
PepsiCo Inc 3.1
J P Morgan Chase & Co 3.1
Texas Instruments Inc 3.1
View All
Holdings by Sector ($M)
110088066044022002011201620212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 122 393.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 2 13.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 0.6
(g) Pension and profit sharing plans 2 39.2
(h) Charitable organizations 5 28.9
(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 1 1.5
(n) Other 37 353.0
Total 829 829.6
By Discretionary
Discretionary 790 424.9
Non-Discretionary 39 404.8
Total 829 829.6
By Non-United States Persons
Non-United States Persons 3.5
United States Persons 826.1
Total 829 829.6
EDGAR Form CIK 2011 - 2026
13F-HR [0001464586]
13F-HR [0002018114]
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesInstitutional, Retail, Research
Comparable Firms State AUM
Leelyn Smith LLC
IL 852.3 M
Prime Quadrant US LLC
849.3 M
Baron Wealth Management LLC
MI 846.8 M
Stone House Investment Management LLC
PA 841.7 M
Net Worth Advisory Group LLC
UT 838.4 M
Peterson Wealth Advisors LLC
UT 829.7 M
New Harbor Financial Group LLC
MA 820.9 M
Premier Financial Group Inc
CA 819.9 M
Nelson Capital Management LLC
CA 810.8 M
NorthStar Asset Management Inc
MA 805.9 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com