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Adviser Profile

As of Date 04/17/2024
Adviser Type - Large advisory firm
Number of Employees 10
of those in investment advisory functions 8
Registration SEC, Approved, 06/22/2011
AUM* 1,143,305,769 2.84%
of that, discretionary 1,143,305,769 2.84%
Private Fund GAV* 643,759,320 -1.77%
Avg Account Size 67,253,281 2.84%
% High Net Worth 12.50% 100.00%
SMA’s Yes
Private Funds 2
Contact Info 847 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 1B 851M 680M 510M 340M 170M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$643,759,320

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
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Stck Ticker413160102 Stock NameHARMONIC INC $ Position$50,381,763 % Position6.00% $ Change8.00% # Change-13.00%
Stck Ticker87874R100 Stock NameTECHTARGET INC $ Position$54,981,400 % Position6.00% $ Change0.00% # Change27.00%
Stck Ticker87157D109 Stock NameSYNAPTICS INC $ Position$47,649,558 % Position5.00% $ Change-12.00% # Change0.00%
Stck Ticker576690101 Stock NameMATERION CORP $ Position$48,730,355 % Position5.00% $ Change0.00% # Change-4.00%
Stck Ticker75704L104 Stock NameRED VIOLET INC $ Position$35,424,802 % Position4.00% $ Change1.00% # Change-10.00%
Stck Ticker83570H108 Stock NameSONOS INC $ Position$36,807,001 % Position4.00% $ Change-22.00% # Change-6.00%
Stck Ticker035255108 Stock NameANIKA THERAPEUTICS INC $ Position$32,967,633 % Position4.00% $ Change-2.00% # Change1.00%
Stck Ticker87874R100 Stock NameTECHTARGET INC $ Position$33,997,163 % Position4.00% $ Change-38.00% # Change-22.00%
Stck Ticker87157D109 Stock NameSYNAPTICS INC $ Position$27,220,650 % Position3.00% $ Change-50.00% # Change-43.00%

Brochure Summary

Overview

Trigran Investments, Inc. (“Trigran” or “we”) is an Illinois corporation that was formed in 1992. Trigran manages concentrated long-only portfolios of publicly-traded, small-capitalization stocks for private funds, high net worth individuals, family offices and institutions. We are a fundamentally- focused, research-intensive investment management firm that employs a long-term oriented buy and hold approach to investing. The owners of Trigran, through trusts, are Douglas Granat, Lawrence Oberman, Steven Simon, Steven Monieson and Bradley Simon (collectively, the “Principals”). Trigran provides discretionary investment advisory services to Trigran Investments, L.P. (“Trigran I”), Trigran Investments, L.P. II (“Trigran II” and together with Trigran I, the “Partnerships”) and the owners of a small number of separately managed accounts (“managed account clients”). Trigran I began accepting investment capital on August 1, 1991 and Trigran II began accepting investment capital on January 1, 2005. Trigran, together with its affiliate Trigran Holdings LLC (“Trigran Holdings”), are the general partners of the Partnerships. Unless the context otherwise requires, references herein to “clients” mean the Partnerships together with our managed account clients. The Partnerships are private investment partnerships that seek to maximize total return for each of their respective partners (the “Partners”) primarily through capital appreciation of their investments. Trigran’s primary goal for the Partnerships is to produce long-term positive returns in excess of the Russell 2000 Index. The investment strategy of the Partnerships is to invest in, hold, sell and trade equity securities. The primary focus of the Partnerships is to invest in a small group of “buy and hold” core positions that represent a significant portion of each Partnership’s assets. Historically, these investments have been primarily in publicly-traded companies with total market capitalizations of less than $5 billion, though the Partnerships do from time to time invest
in larger publicly-traded companies as well. The Partnerships are also permitted to invest in a variety of assets besides publicly-traded equities including bonds, notes, warrants, puts and calls, cash equivalents and other securities and instruments. Each Partnership is managed in a substantially similar manner and we expect their returns to continue to track closely over time. The owners of our separately managed accounts are primarily sophisticated institutions and family offices. The investment strategy of our separately managed accounts is memorialized in each managed account client’s agreement with Trigran, but in nearly all instances the strategy is substantially similar to the investment strategy of the Partnerships. Certain of our separately managed accounts are also permitted to invest in a variety of assets besides publicly-traded equities including bonds, mutual funds and other securities and instruments. Trigran does not tailor its advisory services to the individual needs of the Partners of the Partnerships. Restrictions on investing in certain types of securities, if any, are set forth in the governing documents of the Partnerships (the “Offering Documents”). Except for a limitation on private company investments, there are no limitations or restrictions on a Partnership’s investments with respect to diversification or as to the types of securities which a Partnership is permitted to hold, buy or sell. We have not entered into any side letters with any Partners. Certain of Trigran’s managed account clients do have predetermined limitations and/or restrictions on the types or quantities of securities that Trigran is authorized to purchase on their behalf, and we tailor our services to satisfy those requirements in the manner set forth in our agreements with such managed account clients. Trigran does not participate in wrap fee programs. As of December 31, 2023, Trigran managed approximately $1,143,000,000 of client assets on a discretionary basis and none on a non-discretionary basis.