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| Granite Harbor Advisors Inc
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|---|---|
| CRD # | 179523 |
| SEC # | 801-110558 |
| CIK # | 0001967456 |
| AUM | 642.1 M (2026-05-04) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 832-461-0789 |
| Address | 10603 West Sam Houston Parkway North Houston, TX 77064 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001967456 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.4 | ||
| Apple Inc | 9.4 | ||
| Alphabet Inc | 8.2 | ||
| Amazon Com Inc | 5.5 | ||
| Microsoft Corp | 5.2 | ||
| Facebook Inc | 3.8 | ||
| Johnson & Johnson | 2.7 | ||
| Bank of America Corp /DE/ | 2.7 | ||
| Lilly Eli & Co | 2.0 | ||
| Amphenol Corp /DE/ | 1.9 | ||
| J P Morgan Chase & Co | 1.9 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Granite Harbor - Sandstone Pointe Investors LP | [2025-08-19] | 5.2 M | 3.2 M |
| Offered $5,200,000 · Filed 2025-08-15 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $40,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Granite Harbor - West Allis Investors LP | [2023-11-02] | 6.0 M | 7.5 M |
| Offered $6,300,000 · Filed 2023-12-28 (D/A) · Exemption 506(c), 3(c), 3(c)(1) · Remaining $300,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Cypress Vieux Investors LLC | [2023-05-09] | 15.6 M | |
| Offered $14,600,000 · Filed 2023-05-01 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $14,600,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 262 | 99.8 |
| (b) Individuals (high net worth individuals) | 154 | 486.7 |
| (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 | 3 | 20.2 |
| (g) Pension and profit sharing plans | 5 | 6.3 |
| (h) Charitable organizations | 0 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 16.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 11.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,068 | 642.1 |
| By Discretionary | ||
| Discretionary | 1,063 | 635.8 |
| Non-Discretionary | 5 | 6.3 |
| Total | 1,068 | 642.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 642.1 | |
| Total | 1,068 | 642.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Andrew Adams | Executive Officer | 104 | 5 | |
| Timothy Smith | Executive Officer, Promoter | 63 | 3 | |
| Stephen Miles | Executive Officer | 55 | 3 | |
| Nicholas Brown | Executive Officer, Promoter | 17 | 3 | |
| Addicus Private Equity LLC | Executive Officer | 11 | 3 | |
| Brian Sak | Executive Officer, Promoter | 5 | 3 | |
| Granite Harbor Advisors Inc | Executive Officer | 4 | 2 | |
| Cypress Vieux Manager LLC | Executive Officer | 2 | 2 | |
| Granite Harbor West Allis GP LLC | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001967456] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 18 |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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