Investment adviser · CRD 127357
GRANITE GROUP ADVISORS, LLC
Investment adviser filing (IA)
STAMFORD, CT, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $830M Form ADV · Item 5.F
- Client accounts
- 829 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 122 | $393,361,496 | 47.4% |
| Other clients | 37 | $352,992,927 | 42.5% |
| Retirement plans | Fewer than 5 | $39,248,406 | 4.7% |
| Charities | 5 | $28,876,257 | 3.5% |
| Investment companies | 2 | $12,984,340 | 1.6% |
| Corporations & businesses | Fewer than 5 | $1,532,124 | 0.2% |
| Pooled investment vehicles | 1 | $621,024 | 0.1% |
Filing source
Form ADV 2071790 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
1 LANDMARK SQUARE, SUITE 426STAMFORD, CT, 06901, United States
CRD 127357
Filing source
Form ADV 2071790 · Mar 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.