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GRANITE GROUP ADVISORS, LLC
CRD 127357File 801-62197
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$829.6M
Above cohort median (national)
Discretionary AUM
$424.9M
Non-discretionary $404.8M
Clients
133
829 accounts
Employees
8
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 1, 2003
- Principal office
- 1 LANDMARK SQUARE, SUITE 426, STAMFORD, CT, 06901
- Phone
- (203) 210-7814
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $829.6M
- Discretionary AUM
- $424.9M
- Non-discretionary AUM
- $404.8M
- Discretionary accounts
- 790
- Non-discretionary accounts
- 39
- Total accounts
- 829
- AUM per client
- $6.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.5M |
| Investment companies | 2 | $13.0M |
| Charitable organizations | 5 | $28.9M |
| High net worth individuals | 122 | $393.4M |
| Pooled investment vehicles | 1 | $621K |
| Pension and profit sharing plans | Fewer than 5 | $39.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 170 | 133 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.