AdFi
TI

Trigran Investments, Inc.

SEC Registered
Northbrook, ILhttps://trigraninc.com (landing page only)847-656-1640
Assets Under Management
$500M–$1B
Year Founded
1991
Employees
9
Office Locations
2 offices
Total Accounts
14

About the firm

Trigran has been managing investor capital since 1991. The firm utilizes fundamental research in the small cap space to build long-only portfolios intended to outperform the market over the long term. It manages two pooled investment vehicles for qualified clients and a small number of separately managed accounts.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPooled VehiclesPension/Profit Sharing

Areas of expertise

Small CapFundamental ResearchLong-only PortfoliosPooled Investment VehiclesSeparately Managed Accounts

Services

Fundamental research-based small cap long-only portfolio management, including two pooled investment vehicles and separately managed accounts.

Private funds / alternatives
Hedge

Who they serve

Qualified clients

Client segmentClientsAssets managed
Individuals (Non-HNW)0$0
Investment Companies0—
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans2$472M
State/Municipal Entities0—
Insurance Companies0—
Sovereign Wealth Funds0—
Corporations0$0

Leadership

Douglas Todd Granat
DIRECTOR/PRESIDENT
1999 Douglas Granat Revocable Trust U/t/a Dated July 20
SHAREHOLDER
Lawrence Allen Oberman
DIRECTOR/EXECUTIVE VICE PRESIDENT
Steven Gasul Simon
DIRECTOR/VICE PRESIDENT
Bradley Fredrick Simon
VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/SHAREHOLDER
2000 Lawrence Oberman Revocable Trust U/t/a Dated August 8
SHAREHOLDER
2007 Steve Simon Revocable Trust U/a/d October 15
SHAREHOLDER
Douglas Todd Granat
TRUSTEE
Lawrence Allen Oberman
TRUSTEE
Steven Gasul Simon
TRUSTEE
Steven Ross Monieson
VICE PRESIDENT

Office locations

2 offices in 2 states
IL
NorthbrookHQ
CO
Boulder

Regulatory & compliance

CRD number
#155200
SEC Number
801-72437
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Minimum: $500,000 (waivable)

Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Trigran Investments, Inc. 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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Trigran Investments, Inc. in Northbrook, IL | AdvisorFinder