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| Granite Group Advisors LLC
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| |
|---|---|
| CRD # | 127357 |
| SEC # | 801-62197 |
| CIK # | 0002018114, 0001464586 |
| AUM | $565.2 MM (2024-03-19) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 203-210-7814 |
| Address | 1 Landmark Square Stamford, CT 06901 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| DIS | 174,716.7 | 49.7 | |
| MSFT | 1,918,222.4 | 6.8 | |
| AAPL | 2,382,844.0 | 3.8 | |
| JPM | 340,169.2 | 2.9 | |
| BK | 34,622.2 | 2.6 | |
| TXN | 142,156.2 | 2.6 | |
| NEE | 150,166.4 | 2.5 | |
| AEP | 48,827.8 | 2.5 | |
| PNC | 66,069.5 | 2.4 | |
| HD | 277,648.0 | 2.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 115 | 254.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 12.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.5 |
| (g) Pension and profit sharing plans | 35 | 272.9 |
| (h) Charitable organizations | 5 | 23.5 |
| (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 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 742 | 565.2 |
| By Discretionary | ||
| Discretionary | 701 | 288.6 |
| Non-Discretionary | 41 | 276.6 |
| Total | 742 | 565.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.4 | |
| United States Persons | 561.8 | |
| Total | 742 | 565.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001464586] | |
| 13F-HR | [0002018114] |
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|---|---|---|
|
ERTS Wealth Advisors LLC
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MI | 0.6 |
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NV | 0.6 |
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FL | 0.6 |
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TX | 0.6 |
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Forthright Wealth Management LLC
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GA | 0.6 |
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Oak Harbor Wealth Partners LLC
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NC | 0.6 |
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Northcape Wealth Management LLC
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NY | 0.6 |
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Campbell Deegan Wealth Management LLC
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VA | 0.6 |
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Wambolt & Associates LLC
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CO | 0.6 |
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BNC Wealth Management LLC
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OR | 0.6 |