GRANITE HARBOR ADVISORS, INC. – investment adviser, $642M regulatory AUM (Form ADV)

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	154	$486,705,852	75.8%
Individuals	262	$99,797,360	15.5%
Pooled investment vehicles	3	$20,188,991	3.1%
Insurance companies	Fewer than 5	$16,218,637	2.5%
Corporations & businesses	7	$11,099,639	1.7%
Retirement plans	5	$6,297,836	1.0%
Charities	Fewer than 5	$1,827,873	0.3%

Filing source

Form ADV 2125132 · Aug 10, 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

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CYPRESS VIEUX INVESTORS, LLCPrivate Equity Fund · Last reported Aug 10, 2026$15.6MGross asset value

Form D fundraising filings

Cypress Vieux Investors, LLC

Auditor WEAVER & TIDWELL LLP HOUSTON, Texas, United States

Custodian CADENCE BANK DALLAS, Texas, United States Related to adviser: No

Marketer VISTIA CAPITAL, LLC CASTLE ROCK, Colorado, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

WEAVER & TIDWELL LLP
PCAOB 410

VISTIA CAPITAL, LLC
CRD 311342 · SEC 8-70643

Fund details & source

Fund ID: 805-9299481414
Reported beneficial owners: 65
Minimum commitment: $50K
Form D file number: 021-480428

Form ADV 2125132 · Aug 10, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GRANITE HARBOR - WEST ALLIS INVESTORS, LPPrivate Equity Fund · Last reported Aug 10, 2026$7.52MGross asset value

Form D fundraising filings

Granite Harbor - West Allis Investors, LP

Fund administrator BAKER TILLY DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER & TIDWELL LLP HOUSTON, Texas, United States

Custodian CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WEAVER & TIDWELL LLP
PCAOB 410

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-8445448758
Reported beneficial owners: 40
Minimum commitment: $50K
Form D file number: 021-493774

Form ADV 2125132 · Aug 10, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GRANITE HARBOR - SANDSTONE POINTE INVESTORS, LPPrivate Equity Fund · Last reported Aug 10, 2026$3.21MGross asset value

Form D fundraising filings

Granite Harbor - Sandstone Pointe Investors, LP

Fund administrator BAKER TILLY DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER & TIDWELL LLP HOUSTON, Texas, United States

Custodian CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WEAVER & TIDWELL LLP
PCAOB 410

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-1850936338
Reported beneficial owners: 20
Minimum commitment: $50K
Form D file number: 021-554946

Form ADV 2125132 · Aug 10, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 10, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

10603 WEST SAM HOUSTON PARKWAY NORTH, SUITE 450
HOUSTON, TX, 77064, United States

CRD 179523

Filing source

Form ADV 2125132 · Aug 10, 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.