Granite Investment Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Granite Investment Advisors LLC
CRD #149770
SEC #801-70096
CIK #0002018114, 0001464586
AUM
Employees 14 (57% Investors, 0% Brokers)
Phone603-226-6600
Address6 Eagle Sq
Concord, NH 03301
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
80064048032016002000200720152023
Sector Form 13F Holdings Cap ($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)
110088066044022002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 231 104.7
(b) Individuals (high net worth individuals) 112 354.9
(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 0 0.0
(g) Pension and profit sharing plans 19 54.2
(h) Charitable organizations 21 116.3
(i) State or municipal government entities 0 45.7
(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 10 20.4
(n) Other 0 0.0
Total 732 696.1
By Discretionary
Discretionary 706 668.4
Non-Discretionary 26 27.7
Total 732 696.1
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 696.0
Total 732 696.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001464586]
13F-HR [0002018114]
Terms | Privacy | Guide
tony@aum13f.com