9AT: GRANITE PARTNERS

GRANITE PARTNERS

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AUM^*	1,885,970,369 21%
of that, discretionary	1,885,970,369 21%
Number of Employees	34 6%
of those in investment advisory functions	9
Private Fund GAV^*	1,938,925,369 20%
Avg Account Size	628,656,790 21%
SMA’s	No
Private Funds	15

- Large advisory firm

- Pooled investment vehicles

- Portfolio management for pooled investment vehicles

- A percentage of assets under your management
- Performance-based fees

2B 2B 1B 1B 808M 539M 269M

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

GAV Count

	Count	GAV
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Pie Radar

GAV Count

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Adviser	City, State	AUM	Employees	SMA’s	Private Funds
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