The GRANITE HARBOR ADVISORS, INC. is a privately held investment adviser that advises $648.24mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. GRANITE HARBOR ADVISORS, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 146.25% over the last 5-years.
The Group has been registered with the SEC for 11.25 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 10603 WEST SAM HOUSTON PARKWAY NORTH SUITE 450, HOUSTON, TEXAS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 16 employees comprised of 7 investment and 9 non-investment staff. The total number of Employees increased by 128.57% over the last 5-years.
Their $648.24mn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 12 other accounts. Assets of High Net Worth Individuals clients own $486.71mn or 75.08% of Total Assets and Individuals own $99.8mn or 15.4% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $15.56mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
GRANITE HARBOR ADVISORS, INC. names 1 sub-adviser ADDICUS ADVISORY, LLC to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.