GRANITE INVESTMENT PARTNERS, LLC
SEC RegisteredIt's not the mountain we conquer, but ourselves.
About the firm
Granite Partners LLC has built its company by developing teams of experienced professionals devoted to investment excellence. The firm employs a team-oriented approach combining peer scrutiny with individual responsibility, with portfolio managers averaging over 20 years of investment experience. Each account is managed with personalized service adhering to client goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, including comprehensive evaluation of an individual's current income and future financial state using variables such as current net worth, tax liabilities, estate plans, and asset allocation to predict future income, asset values, and withdrawal plans. The firm also provides personalized investment account management.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 196 | $210M |
| High Net Worth Individuals | 266 | $807M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $89M |
| Charitable Organizations | 4 | $394M |
| State/Municipal Entities | 10 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
16 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GRANITE INVESTMENT PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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