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| Happy Holidays!! thanks for using AUM13F!! |
| Granite Group Advisors LLC
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| CRD # | 127357 |
| SEC # | 801-62197 |
| CIK # | 0002018114, 0001464586 |
| AUM | $711.3 M (2025-03-31) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 203-210-7814 |
| Address | 1 Landmark Square Stamford, CT 06901 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002018114 0001464586 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Walt Disney Co | 83.8 | ||
| Microsoft Corp | 6.4 | ||
| PepsiCo Inc | 3.4 | ||
| Apple Inc | 3.2 | ||
| J P Morgan Chase & Co | 3.0 | ||
| Texas Instruments Inc | 2.9 | ||
| PNC Financial Services Group Inc | 2.9 | ||
| American Electric Power Co Inc | 2.8 | ||
| Starbucks Corp | 2.7 | ||
| FPL Group Inc | 2.6 | ||
| Morgan Stanley | 2.6 | ||
| Qualcomm Inc/DE | 2.6 | ||
| US Bancorp de | 2.6 | ||
| Amgen Inc | 2.6 | ||
| Medtronic Holdings Ltd | 2.5 | ||
| Home Depot Inc | 2.4 | ||
| Union Pacific Corp | 2.3 | ||
| Target Corp | 2.3 | ||
| M&T Bank Corp | 2.3 | ||
| Comcast Corp | 2.1 | ||
| Bank of New York Mellon Corp | 1.9 | ||
| Alphabet Inc | 1.7 | ||
| Amazon Com Inc | 1.6 | ||
| General Dynamics Corp | 1.6 | ||
| Facebook Inc | 1.3 | ||
| Cisco Systems Inc | 0.9 | ||
| Nvidia Corp | 0.8 | ||
| AbbVie Inc | 0.7 | ||
| MPLX LP | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 115 | 326.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 12.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.5 |
| (g) Pension and profit sharing plans | 35 | 346.6 |
| (h) Charitable organizations | 5 | 24.1 |
| (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 | 1 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 757 | 711.3 |
| By Discretionary | ||
| Discretionary | 710 | 361.2 |
| Non-Discretionary | 47 | 350.0 |
| Total | 757 | 711.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.7 | |
| United States Persons | 707.6 | |
| Total | 757 | 711.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001464586] | |
| 13F-HR | [0002018114] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Advisors Management Group Inc
✚
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WI | 0.7 |
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Barry Investment Advisors LLC
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MA | 0.7 |
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Trifecta Capital Advisors LLC
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IL | 0.7 |
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Retirement Fund Management LLC
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GA | 0.7 |
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Porter White Investment Advisors Inc
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AL | 0.7 |
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Market Street Wealth Management Advisors LLC
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IN | 0.7 |
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North Berkeley Wealth Management LLC
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CA | 0.7 |
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BNC Wealth Management LLC
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OR | 0.7 |
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The Capital Management Corporation
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VA | 0.7 |
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AM Investment Strategies LLC
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TN | 0.7 |