Sharper & Granite LLC

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Assets, Funds, Holdings

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Sharper & Granite LLC
CRD #136719
SEC #801-96271
CIK #0001959415
AUM $318.3 M (2025-05-29)
Employees 5 (80% Investors, 0% Brokers)
Phone310-426-2909
Address400 Continental Plaza
El Segundo, CA 90245
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
3502802101407002011201620212026
Sector Form 13F Holdings Value ($M)
Apple Inc 3.1
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
3002401801206002023202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 68 28.1
(b) Individuals (high net worth individuals) 54 265.8
(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 6 16.3
(h) Charitable organizations 2 8.0
(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 0.1
(n) Other 0 0.0
Total 461 318.3
By Discretionary
Discretionary 461 318.3
Non-Discretionary 0 0.0
Total 461 318.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 318.3
Total 461 318.3
EDGAR Form CIK 2011 - 2025
13F-HR [0001959415]
Comparable Firms State AUM ($B)
ODER Investment Management LLC
CA 0.3
Greenfield Seitz Capital Management LLC
TX 0.3
Bill OPP Fixed Income Advisory Service LLC
0.3
Livelife Capital Partners LLC
MA 0.3
Florida Financial Advisors LLC
FL 0.3
Motive Wealth Advisors LLC
MI 0.3
Cordis Financial LLC
MN 0.3
Pacific Wealth Management LLC
CA 0.3
Guilbault Capital LLC
LA 0.3
Legacy Investment Partners LLC
KS 0.3
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