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GRANITE FO, LLC, CRD 323432
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| G••• B••••• R•••• | n/a | GILFORD, NH | 3 | 29 | 3 | yes |
| D••• K• J•••••• | n/a | GILFORD, NH | Old Greenwich, CT | 3 | 27 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| R••••• G•••• B••••• | FOUNDER/MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | yes | 03/2022 | Sep 26, 2022 | Oct 21, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $866M | $884M | -2.1% | $1.3B | -13.3% | 5 | 5 | 0 | 1 |
| no |
| N••••••• J•••• B••••• | n/a | GILFORD, NH | New York, NY | 3 | 25 | 3 | no |
| $866M |
| $866M |
| 5 |
| 5 |
| 0 |
| n/a |
| n/a |
| 2024 | Mar 12, 2025 | $884M | $884M | 5 | 5 | 1 | n/a | n/a |
| 2023 | Feb 29, 2024 | $1.8B | $1.8B | 5 | 5 | 0 | n/a | n/a |
| 2022 | Mar 24, 2023 | $1.3B | $1.3B | 5 | 5 | 0 | n/a | n/a |