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Granite Investment Partners, LLC

Granite Investment Partners, LLC. CRD 150632

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CRD: 150632

Granite Investment Partners, LLC

EL Segundo, CA, 90245
3109334292
www.granitepartners-llc.com
$1.8B Total AUM
$1.8B Disc. AUM
-18.3% 3Y CAGR
20 Employees
505 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Broadridge · Charles Schwab & Company · Northern Trust · RBC
Clients
Retail and Institutional
Platforms
InsightWave crest +more
Established Date
07-23-2009
Office Locations
1

Office Locations

2321 Rosecrans Avenue Suite 4200 EL Segundo CA

About Granite Investment Partners, LLC

Granite Investment Partners, LLC is an El Segundo, CA registered investment adviser serving retail and institutional relationships. The firm provides asset management and portfolio construction alongside financial planning and insurance/charitable planning support. Its investment approach emphasizes asset allocation with heavy use of ETFs in separately managed accounts, with capabilities spanning fixed income, alternatives, and ESG/socially responsible themes. Custody relationships include Charles Schwab.

Team overview

60 AVG AGE
$131.7M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
15.3 yrs AVG TENURE
20 Employees
14 Advisory Reps
1 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Vital eagle Wave prime Zenith peak Wave glacier

Client Personas

Prime legacy

Custodian

Quantum Meridian peak Ridge Glacier capital

Investment Themes

Vital Alpha glacier Radial

Investment Vehicles

Legacy Vector legacy

Services

Delta delta Fusion focus Pathway matrix Legacy Radial summit Signal

Technology

Vector momentum Vertex Optima Bridge Momentum

Owner & Executives

ROBERT WILLIAM FORAN

ROBERT WILLIAM FORAN

Chief Compliance Officer, Managing Member, PRINCIPAL, Vice President

CRD
--
Ownership
10% but less than 25%
(959) 383-5910
catalyst.timber@quantumcapital.com
in linkedin.com/in/catalyst-vertex
EDWARD SUNG SOO HAN

EDWARD SUNG SOO HAN

Vice President

CRD
--
Ownership
10% but less than 25%
(267) 887-7545
harbor.peak@pathwaycapital.com
in linkedin.com/in/horizon-matrix
M

Meridian pathway

Element summit glacier

CRD
#31789
Ownership
32.4%
(358) 293-2274
beacon.timber@glaciercapital.com
in linkedin.com/in/ridge-crest

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-14-2022
08-07-2023
09-05-2024
03-14-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $1,844,423,226 $3,771,827
Non-Discretionary $0 --
Total $1,844,423,226 $3,771,827

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Separately Managed Accounts

Total SMA Asset: $1,755,548,416

$1.8B Total SMA
Equity - Exchange:
21.5%
Public Funds:
13.8%
Cash:
23.3%
Municipal Bonds:
13.1%
Private Funds:
9.1%
U.S. Government/Agency:
19.2%
Asset class Assets Assets %
Equity - Exchange $1,482,234,553 21.5%
Public Funds $951,387,760 13.8%
Cash $1,606,328,609 23.3%
Municipal Bonds $903,128,960 13.1%
Private Funds $627,364,392 9.1%
U.S. Government/Agency $1,323,669,926 19.2%
Total $6,894,114,200 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
CAPITAL BEACON DELTA MOMENTUM PIONEER WY7ZSE0YQ IYR 2.03% $47,696,960
TIMBER CATALYST CAPITAL ALPHA F2SZ3IJ0X QGIW 2.19% $33,044,211
PRIME FUSION ELEMENT MOMENTUM SDFMRF0YW QOKCO 6.32% $65,963,453
LEGACY HARBOR VALUE ZENITH DE59AXMHN EOUZ 10.87% $61,171,915
ZENITH FOCUS SUMMIT MATRIX FUSION MOYV6UZ3O TNXJ 4.00% $56,447,351
HARBOR OPTIMA SIGNAL NORTH FUSION BR6VBN6E1 UBK 7.45% $93,992,792
CATALYST PATHWAY MOMENTUM MERIDIAN BEACON 70E45TE1S YMH 1.43% $92,899,107
ZENITH SUMMIT OAK PEAK RIDGE 4N8278CH5 OVB 3.40% $48,507,763

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