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GRANDEUR PEAK GLOBAL ADVISORS
Legal name: GRANDEUR PEAK GLOBAL ADVISORS, LLC
CRD 158270File 801-72540
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.80B
Top 25% of cohort (national)
Discretionary AUM
$3.80B
Clients
17
17 accounts
Employees
50
Top 10% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jul 6, 2011
- Principal office
- 136 S MAIN ST, STE 720, SALT LAKE CITY, UT, 84101
- Phone
- 801-384-0000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.80B
- Discretionary AUM
- $3.80B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 17
- Non-discretionary accounts
- 0
- Total accounts
- 17
- AUM per client
- $223.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 10 | $2.49B |
| Charitable organizations | Fewer than 5 | $638.5M |
| Other investment advisers | Fewer than 5 | $59.0M |
| Pooled investment vehicles | 2 | $209.7M |
| State or municipal government entities | Fewer than 5 | $404.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 53 | 50 | decreased by3 |
| Apr 1, 2026 | Clients | 18 | 17 | decreased by1 |
| Apr 1, 2026 | AUM | $4,872,509,175 | $3,802,005,958 | decreased by$1,070,503,217 |
| Apr 1, 2026 | Accounts | 18 | 17 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 50 | 53 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 12 | 18 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $8,637,785,376 | $4,872,509,175 | decreased by$3,765,276,201 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 15 | 18 | increased by3 |
| Apr 1, 2022 | Employees | 49 | 50 | increased by1 |
| Apr 1, 2022 | Clients | 11 | 12 | increased by1 |
| Apr 1, 2022 | AUM | $6,886,720,911 | $8,637,785,376 | increased by$1,751,064,465 |
| Apr 1, 2022 | Accounts | 14 | 15 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GRANDEUR PEAK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GRANDEUR PEAK” may also match similarly-named firms). Confirm identity against each filing.
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.