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GRANITE FINANCIAL PARTNERS, LLC, CRD 172241
MILFORD, NH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| EDWARDS, JONATHAN, JAY | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | yes | 07/2017 | Apr 16, 2018 | Nov 22, 2022 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Pepperell | Ma | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2021 | Mar 10, 2022 | $250M | $227M | 9 | 5 | 1 | n/a | n/a |
| 2020 | Mar 24, 2021 | $201M | $186M | 9 | 5 | 1 | n/a | n/a |
| 2019 | Feb 10, 2020 | $142M | $132M | 8 | 3 | 1 | n/a | n/a |
| 2018 | Feb 19, 2019 | $112M | $106M | 8 | 3 | 1 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2021 | $250M | $201M | 24.6% | $112M | 30.9% | 6 | 9 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| KEEL POINT, LLC | 2 | May 11, 2023 | Jan 30, 2023 | MILFORD, NH | Team lift out | RIA to RIA | 100.0% |