Form D · Other Investment Fund

Granite Harbor - West Allis Investors, LP

Houston, TX · CIK 0001995765

Offering snapshot reported Dec 28, 2023 · SEC filing

Reported sold
$6M
Offering amount: $6.3M
Investors reported
38
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 6, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 38

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 28, 2023Amendment$6,000,000No comparison38SEC filing
Oct 4, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-493774

Source: Form D, filed Dec 28, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

GRANITE HARBOR - WEST ALLIS INVESTORS, LP

Investment adviser: GRANITE HARBOR ADVISORS, INC.

Gross asset value
$7.52M
Beneficial owners
40
ADV minimum commitment
$50K

Reported in Form ADV on Aug 10, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2125132 · Aug 10, 2026 · Schedule D 7.B.(1), fund 805-8445448758

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Nicholas Brown Promoter
Granite Harbor Advisors, Inc. Director, Executive, Promoter
Granite Harbor West Allis Gp, Llc Director, Executive, Promoter
Brian Sak Promoter
Timothy Smith Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
10603 W. Sam Houston Parkway North Suite 450
Houston, TX, 77064