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CRD 155200
NORTHBROOK, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| TRIGRAN INVESTMENTS, L.P. II | Hedge Fund | $346M | Apr 17, 2024 | 150 | Mar 15, 2012 | reported | 021-73145 |
| TRIGRAN INVESTMENTS, L.P. | Hedge Fund | $298M | Apr 17, 2024 | 100 | Mar 15, 2012 | reported | 021-73103 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BRADLEY F. SIMON REVOCABLE TRUST | Shareholder | Na | yes | 03/2022 | Mar 24, 2022 | Apr 17, 2024 |
| DOUGLAS GRANAT REVOCABLE TRUST U/T/A DATED JULY 20, 1999 | Shareholder | D | yes | 11/2003 | Mar 22, 2013 | Apr 17, 2024 |
| GRANAT, DOUGLAS, TODD | DIRECTOR/PRESIDENT | D | yes | 06/1992 | Mar 15, 2012 | Apr 17, 2024 |
| GRANAT, DOUGLAS, TODD | Trustee | F | yes | 07/1999 | Mar 15, 2012 | Apr 17, 2024 |
| LAWRENCE OBERMAN REVOCABLE TRUST U/T/A DATED AUGUST 8, 2000 | Shareholder | C | yes | 11/2003 | Mar 22, 2013 | Apr 17, 2024 |
| MONIESON, STEVEN, ROSS | VICE PRESIDENT | Na | yes | 12/2011 | Mar 15, 2012 | Apr 17, 2024 |
| MONIESON, STEVEN, ROSS | Trustee | F | yes | 11/1988 | Mar 17, 2017 | Apr 17, 2024 |
| OBERMAN, LAWRENCE, ALLEN | Trustee | F | yes | 08/2000 | Mar 15, 2012 | Apr 17, 2024 |
| OBERMAN, LAWRENCE, ALLEN | DIRECTOR/EXECUTIVE VICE PRESIDENT | C | yes | 06/1993 | Mar 15, 2012 | Apr 17, 2024 |
| SIMON, BRADLEY, FREDRICK | Trustee | F | yes | 06/2021 | Mar 15, 2012 | Apr 17, 2024 |
| SIMON, BRADLEY, FREDRICK | CHIEF COMPLIANCE OFFICER | Na | yes | 09/2007 | Mar 15, 2012 | Apr 17, 2024 |
| SIMON, STEVEN, GASUL | Trustee | F | yes | 10/2007 | Mar 15, 2012 | Apr 17, 2024 |
| SIMON, STEVEN, GASUL | DIRECTOR/VICE PRESIDENT | B | yes | 01/2003 | Mar 15, 2012 | Apr 17, 2024 |
| STEVE SIMON REVOCABLE TRUST U/A/D OCTOBER 15, 2007 | Shareholder | B | yes | 01/2008 | Mar 22, 2013 | Apr 17, 2024 |
| THE STEVEN GIFT TRUST | Shareholder | Na | yes | 01/2017 | Mar 17, 2017 | Apr 17, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| TRIGRAN HOLDINGS LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Boulder | Co | United States | 3 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $533M | $533M | 9 | 7 | 2 | 2 | n/a |
| 2024 | Mar 27, 2025 | $955M | $955M | 9 | 7 | 2 | 2 | n/a |
| 2023 | Mar 27, 2024 | $1.1B | $1.1B | 10 | 8 | 2 | 2 | $644M |
| 2022 | Mar 28, 2023 | $1.1B | $1.1B | 10 | 8 | 2 | 2 | $655M |
| 2021 | Mar 24, 2022 | $1.2B | $1.2B | 10 | 7 | 2 | 2 | $754M |
| 2020 | Mar 29, 2021 | $916M | $916M | 8 | 6 | 2 | 2 | $595M |
| 2019 | Mar 26, 2020 | $770M | $770M | 8 | 6 | 2 | 2 | $505M |
| 2018 | Mar 27, 2019 | $675M | $675M | 8 | 6 | 2 | 2 | $444M |
| 2017 | Mar 20, 2018 | $629M | $629M | 8 | 6 | 2 | 2 | $415M |
| 2016 | Mar 17, 2017 | $566M | $566M | 8 | 6 | n/a | 2 | $389M |
| 2015 | Mar 23, 2016 | $394M | $394M | 7 | 5 | n/a | 2 | $280M |
| 2014 | Mar 24, 2015 | $372M | $372M | 7 | 5 | n/a | 2 | $294M |
| 2013 | Mar 19, 2014 | $278M | $278M | 7 | 5 | n/a | 2 | $258M |
| 2012 | Mar 22, 2013 | $222M | $222M | 7 | 5 | n/a | 2 | $204M |
| 2011 | Mar 15, 2012 | $216M | $216M | n/a | n/a | n/a | 2 | $199M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $533M | $955M | -44.2% | $1.1B | -21.7% | 9 | 9 | 2 | 2 |