Lisanti Capital Growth Llc
- Regulatory AUM
- $432M
- Discretionary
- $432M
- Clients
- 18
- Avg AUM / client
- $24.0M
- Accounts
- 20
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jul 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $3.5M | 0.8% |
| Investment companies | 1 | $17.5M | 4.05% |
| Pooled investment vehicles (non-investment companies) | 1 | $67.4M | 15.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $13.4M | 3.1% |
| Charitable organizations | 4 | $17.8M | 4.12% |
| State or municipal government entities | 12 | $313M | 72.3% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Grossman, Glenn, Andrew | Managing Member | Jan 2007 (20y) | ≈ 6.25% – 25% via Dinosaur Group Holdings Llc | |
| Mary Lisanti | President/Managing Member | CFA | Apr 2016 (10y) | 50% – 75% |
| Schulman, Monique | Cco | Apr 2016 (10y) | Less than 5% | |
| Timothy Woods | Registered representative | CFA | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Dinosaur Group Holdings Llc | Owner | Aug 2017 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Grossman, Glenn, Andrew: 25% – 50% of Dinosaur Group Holdings Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- J.P. Morgan $211M (28% of AUM) Sep 2023
- Northern Trust $158M (36% of AUM) Jul 2026
- State Street $140M (32% of AUM) Jul 2026
- U.S. Bank $105M (14% of AUM) Nov 2022
- BNY Mellon $103M (24% of AUM) Jul 2026
- Union Bank $86.3M (11% of AUM) Aug 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗