Granite Investment Partners, LLC
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Overview
Granite Investment Partners, LLC is a financial advisor firm that has its headquarters in El Segundo, California. It has $2.6 billion in assets under management across 2,132 customer accounts, making it one of the largest firms in the nation by assets under management (AUM). Granite Investment Partners, LLC has a small group, including 16 financial advisors. Granite Investment Partners, LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets like options, equities and bonds.
Granite Investment Partners, LLC manages all of its accounts in a discretionary manner. Discretionary management signifies that an investment advisor makes transaction choices without needing the client's approval. The investment advisory firm oversees roughly $1.2 million for each account. The typical advisor at Granite Investment Partners, LLC manages around 133 client accounts.
The firm's central office is at 2321 Rosecrans Avenue, El Segundo, California 90245. Granite Investment Partners, LLC is allowed to serve clients throughout 43 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Granite Investment Partners, LLC by the Numbers
$2.6 billion
22
2,132
$1.2 million
Fee Structure
Financial management fees largely vary depending on which services the firm provides the client. However, fee types charged by the company likely include some blend of the following fee structures: asset-based or performance-based. The firm participates in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Granite Investment Partners, LLC does business with a broad range of clients. The company works with high net worth investors, investment companies, pooled investment vehicles, charitable organizations, state or municipal government entities and corporations. Out of its 2,132 accounts, Granite Investment Partners, LLC's biggest client type is high net worth investors, though it also manages money for 2,077 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 97.42%
- Other Individuals - 0%
- Corporations - 1.74%
- Charitable Organizations - 0.84%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Granite Investment Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Granite Investment Partners, LLC
El Segundo, CA
El Segundo, CA
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