Granite Group Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$393,361,496
Clients
122
Advisors
2
of 8 employees
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
Expertise
Occupation focus
Fee options
$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%
5% of profits on private equity investments (charged when investment is liquidated or transferred)
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
1 Landmark Square, Suite 426
Stamford CT 06901
Advisors at this office
2
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
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Eamon M
Series 63, Series 66
Stamford, CT
Granite Group Advisors, LLC
Eamon Moran is a financial advisor at Granite Group Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Round Rock Advisors LLC, Wells Fargo Bank, Wells Fargo Clearing Services, and Moody's Corporation. Moran also engages in insurance sales as a non-investment related activity. Granite Group Advisors provides investment management services primarily to high-net-worth individuals, trusts, estates, charitable organizations, business entities, and retirement and pension plans. The firm constructs customized portfolios using a combination of quantitative and qualitative analysis and serves as a sponsor and manager of pooled investment vehicles, focusing on sizable clients and plan relationships.
Lyle H
Series 63, Series 66
Stamford, CT
Granite Group Advisors, LLC
Lyle Himebaugh III is a financial advisor at Granite Group Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Granite Group Advisors since 2003. 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 constructs customized portfolios through manager selection across traditional and alternative asset classes, using a process that combines quantitative and qualitative analysis to tailor diversification to client objectives.
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