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Granite Group Advisors, LLC

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Client assets under management

$393,361,496

Clients

122

100% high-net worth

Advisors

2

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

61

Typical

Average account size

$3,224,275

About

Granite Group Advisors provides discretionary and non-discretionary investment management primarily to high‑net‑worth individuals, trusts, estates, charitable organizations, business entities, and retirement and pension plans. The firm also advises investment‑company clients and pooled investment vehicles and offers both ERISA 3(21) and 3(38) plan‑level services, including serving as the investment manager for a sponsored pooled employer plan.

The firm constructs customized portfolios by selecting and overseeing independent investment managers across traditional and non‑traditional asset classes, including hedge funds, funds of hedge funds, private equity, real estate and other pooled funds. Its manager‑selection and allocation process combines quantitative and qualitative analysis and applies portfolio‑level techniques (described in the brochure as applied behavioral mathematics) to reduce redundancies and tailor diversification to client objectives.

Granite Group’s role as a sponsor/manager of pooled vehicles and its use of performance‑based arrangements for certain private‑equity investments are uncommon among similar team firms. The firm also manages a relatively large asset base with a compact advisory staff and maintains high account minimums, reflecting a client focus on sizable HNW and plan relationships rather than mass‑market individual accounts.

Client services

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Private / alternative investments Active portfolio management Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$0 - $10 million: Up to 1% Greater than $10 million - $20 million: 0.60% Greater than $20 million - $50 million: 0.50% Greater than $50 million - $100 million: 0.40% Greater than $100 million+: 0.30%

Performance-based

5% of profits on private equity investments (charged when investment is liquidated or transferred)

Other

Account minimum: $5,000,000 for private clients; $3,000,000 for retirement plan clients Minimum fee: Possible administrative setup fee if client terminates prior to one year; amount may be balance of annual fee, hourly rate, or asset-based fee depending on services

Main office location

Granite Group Advisors, LLC

1 Landmark Square, Suite 426

Stamford CT 06901, United States

Number of offices

1

Most active in

California · Connecticut · Florida · Michigan · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Eamon M

Series 63, Series 66

Stamford, CT

Granite Group Advisors, LLC

Eamon Moran is a financial advisor with Round Rock Advisors LLC in Wilton, CT, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing Services, and Moody's Corporation. He is also involved in insurance sales as a non-investment related activity. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors, providing investment management, financial planning, and retirement-plan advisory services. The firm employs a fundamental, long-term investment approach across multiple internal divisions and offers access to independent sub-advisors and specialized strategies, including a micro-cap fund registered in Australia.

Private / alternative investments Active portfolio management Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
user avatar

Lyle H

Series 63, Series 66

Stamford, CT

Granite Group Advisors, LLC

Lyle Himebaugh is an advisor at Granite Group Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Thomas Securities, LLC and Granite Group Advisors since 2003. Granite Group Advisors provides discretionary and non-discretionary investment management and asset-allocation services to high-net-worth individuals, trusts, estates, charitable organizations, business entities, and pension and retirement plans. The firm combines quantitative and qualitative manager analysis with customized allocations, employing both traditional and non-traditional strategies, and serves as a sponsor and fiduciary for a pooled employer plan (PEP).

Private / alternative investments Active portfolio management Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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