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| Granite Group Advisors LLC
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|---|---|
| CRD # | 127357 |
| SEC # | 801-62197 |
| CIK # | 0002018114, 0001464586 |
| AUM | $829.6 M (2026-03-26) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 203-210-7814 |
| Address | 1 Landmark Square Stamford, CT 06901 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002018114 0001464586 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Walt Disney Co | 64.7 | ||
| Microsoft Corp | 5.8 | ||
| Apple Inc | 3.9 | ||
| ITT Corp | 3.9 | ||
| PNC Financial Services Group Inc | 3.4 | ||
| Starbucks Corp | 3.1 | ||
| US Bancorp de | 3.1 | ||
| PepsiCo Inc | 3.1 | ||
| J P Morgan Chase & Co | 3.1 | ||
| Texas Instruments Inc | 3.1 | ||
| Lockheed Martin Corp | 3.0 | ||
| Alphabet Inc | 3.0 | ||
| FPL Group Inc | 2.9 | ||
| Amgen Inc | 2.8 | ||
| American Electric Power Co Inc | 2.8 | ||
| Qualcomm Inc/DE | 2.8 | ||
| Morgan Stanley | 2.7 | ||
| Medtronic Holdings Ltd | 2.7 | ||
| Home Depot Inc | 2.5 | ||
| M&T Bank Corp | 2.3 | ||
| Target Corp | 2.3 | ||
| Comcast Corp | 1.8 | ||
| Tesla Motors Inc | 1.6 | ||
| Amazon Com Inc | 1.5 | ||
| Procter & Gamble Co | 1.5 | ||
| Tyson Foods Inc | 1.4 | ||
| Accenture PLC | 1.1 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Leelyn Smith LLC
✚
|
IL | 0.9 |
|
Prime Quadrant US LLC
✚
|
0.8 | |
|
Baron Wealth Management LLC
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|
MI | 0.8 |
|
Stone House Investment Management LLC
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PA | 0.8 |
|
Net Worth Advisory Group LLC
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UT | 0.8 |
|
Peterson Wealth Advisors LLC
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|
UT | 0.8 |
|
New Harbor Financial Group LLC
✚
|
MA | 0.8 |
|
Premier Financial Group Inc
✚
|
CA | 0.8 |
|
Nelson Capital Management LLC
✚
|
CA | 0.8 |
|
NorthStar Asset Management Inc
✚
|
MA | 0.8 |