Granite Investment Partners, LLC

Granite Investment Partners provides discretionary investment management to a mix of institutional clients — including employee benefit plans, foundations, endowments, pension and profit‑sharing plans — as well as government entities, private pooled vehicles and high‑net‑worth individuals. The firm also serves as adviser and managing member to a private investment fund, acts as a sub‑adviser to registered mutual funds, and delivers portfolio management through wrap and model (UMA) program arrangements.

The firm employs a bottom‑up research process that combines fundamental, technical and cyclical analysis to construct equity, balanced and fixed‑income portfolios, and it may complement direct holdings with mutual funds, ETFs and private fund investments where appropriate. Separately managed accounts are tailored to each client’s stated objectives and constraints, while pooled vehicles and mutual funds are managed according to their governing documents; Granite discloses the occasional use of AI tools for analysis and describes related risks in its policies.

What distinguishes Granite from many peers is its active role in pooled investment management and side‑by‑side arrangements — it serves as managing member of a private fund and accepts performance‑based compensation for certain clients, with documented allocation and trade aggregation procedures to address potential conflicts. The firm is employee‑owned, provides sub‑advisory and programmatic model services to sponsors, and focuses on investment management rather than offering broad financial planning services.