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| Happy Holidays!! thanks for using AUM13F!! |
| Granite Harbor Advisors Inc
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| CRD # | 179523 |
| SEC # | 801-110558 |
| CIK # | 0001967456 |
| AUM | $561.4 M (2025-07-08) |
| Employees | 15 (53% Investors, 0% Brokers) |
| Phone | 832-461-0789 |
| Address | 10603 West Sam Houston Parkway North Houston, TX 77064 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.9 | ||
| Apple Inc | 7.4 | ||
| Amazon Com Inc | 5.8 | ||
| Alphabet Inc | 5.5 | ||
| Microsoft Corp | 5.4 | ||
| Facebook Inc | 5.2 | ||
| Bank of America Corp /DE/ | 2.8 | ||
| J P Morgan Chase & Co | 1.7 | ||
| Amphenol Corp /DE/ | 1.7 | ||
| Lilly Eli & Co | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Granite Harbor - West Allis Investors LP | [2023-11-02] | 6.0 | 6.2 |
| PE | Cypress Vieux Investors LLC | [2023-05-09] | 0.0 | 13.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 260 | 78.5 |
| (b) Individuals (high net worth individuals) | 129 | 441.4 |
| (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 | 2 | 13.4 |
| (g) Pension and profit sharing plans | 0 | 4.7 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 11.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 11.4 |
| (n) Other | 0 | 0.0 |
| Total | 957 | 561.4 |
| By Discretionary | ||
| Discretionary | 953 | 556.7 |
| Non-Discretionary | 4 | 4.7 |
| Total | 957 | 561.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 561.4 | |
| Total | 957 | 561.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Andrew Adams | 99 | ||
| Stephen Miles | 52 | ||
| Addicus Private Equity LLC | 11 | ||
| Timothy Smith | 60 | ||
| Nicholas Brown | 14 | ||
| Granite Harbor Advisors Inc | 3 | ||
| Brian Sak | 3 | ||
| Cypress Vieux Manager LLC | 2 | ||
| Granite Harbor West Allis GP LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001967456] |
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