Granite Investment Partners, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 150632
· SEC file 801-70383
· El Segundo, CA
· WWW.GRANITEPARTNERS-LLC.COM
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $1.8B
- Discretionary
- $1.8B
- Clients
- 489
- Avg AUM / client
- $3.8M
- Accounts
- 489
- Employees
- 20
AUM over time
$430M
$3.6B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Investments (13F portfolio — 263 positions, $1,626,337,061)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $55,592,206 | 219,048 | 3.42% | 3.01% |
| 2 | Microsoft Corp | COM | $51,753,008 | 139,809 | 3.18% | 2.81% |
| 3 | Ge Vernova Inc | COM | $49,302,075 | 56,481 | 3.03% | 2.67% |
| 4 | Alphabet Inc | CAP STK CL C | $46,809,511 | 163,179 | 2.88% | 2.54% |
| 5 | Nvidia Corporation | COM | $40,626,654 | 232,951 | 2.5% | 2.2% |
| 6 | Amazon Com Inc | COM | $37,100,176 | 178,135 | 2.28% | 2.01% |
| 7 | Ge Aerospace | COM NEW | $35,842,356 | 126,308 | 2.2% | 1.94% |
| 8 | Eaton Corp Plc | SHS | $30,830,796 | 86,199 | 1.9% | 1.67% |
| 9 | Eli Lilly & Co | COM | $24,961,638 | 27,139 | 1.53% | 1.35% |
| 10 | Rockwell Automation Inc | COM | $24,206,815 | 67,451 | 1.49% | 1.31% |
| 11 | Hubbell Inc | COM | $23,748,872 | 48,394 | 1.46% | 1.29% |
| 12 | Visa Inc | COM CL A | $21,749,795 | 71,962 | 1.34% | 1.18% |
| 13 | Wintrust Finl Corp | COM | $21,320,695 | 153,453 | 1.31% | 1.16% |
| 14 | Deere & Co | COM | $21,046,578 | 37,363 | 1.29% | 1.14% |
| 15 | S&P Global Inc | COM | $19,218,563 | 45,184 | 1.18% | 1.04% |
| 16 | Jpmorgan Chase & Co | COM | $19,125,107 | 65,016 | 1.18% | 1.04% |
| 17 | Costco Wholesale Corporation | COM | $18,261,573 | 18,327 | 1.12% | 0.99% |
| 18 | Methanex Corp | COM | $18,078,190 | 303,631 | 1.11% | 0.98% |
| 19 | Tower Semiconductor Ltd | SHS NEW | $18,049,171 | 102,856 | 1.11% | 0.98% |
| 20 | Old Dominion Freight Line In | COM | $17,603,977 | 90,092 | 1.08% | 0.95% |
| 21 | Power Integrations Inc | COM | $16,636,216 | 324,926 | 1.02% | 0.9% |
| 22 | Meta Platforms Inc | CL A | $16,132,350 | 28,197 | 0.99% | 0.87% |
| 23 | Stryker Corporation | COM | $15,538,364 | 47,288 | 0.96% | 0.84% |
| 24 | Paccar Inc | COM | $14,975,210 | 129,656 | 0.92% | 0.81% |
| 25 | Digitalocean Hldgs Inc | COM | $14,437,718 | 168,311 | 0.89% | 0.78% |
Top 25 of 263 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 196 | $210M | 11.4% |
| High net worth individuals | 266 | $807M | 43.7% |
| Pooled investment vehicles (non-investment companies) | 1 | $88.9M | 4.82% |
| Pension and profit sharing plans | 4 | $394M | 21.4% |
| Charitable organizations | 10 | $124M | 6.71% |
| State or municipal government entities | 5 | $199M | 10.8% |
| Corporations and other businesses | 7 | $21.8M | 1.18% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $62.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Pelicanview Total Return Fund, Llc | Hedge Fund | Delaware | $62.2M | 7 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Abbott Abbvie Multiple Employer Pension Plan Abbott Laboratories | 2024 | |
| Rockwell Automation Pension Plan Rockwell Automation, Inc. | 2024 |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Geoffrey Ira Edelstein | Managing Member | CFA | Jun 2009 (17y) | ≈ 5% – 18.75% via Edelstein Trust |
| Foran, Robert, William | Managing Member And Chief Compliance Officer | Aug 2009 (17y) | 10% – 25% | |
| Rolle', Gary, Uwe | Member | Jan 2011 (16y) | ≈ 1.88% – 7.5% via Gary And Della Rolle Trust | |
| Slocum, Bradley, Giles | Managing Member | Jan 2011 (16y) | ≈ 7.5% – 25% via Bradley G. Slocum Trust | |
| Hoo, Jeffrey, James | Member | Apr 2011 (15y) | ≈ 5% – 18.75% via Jeffrey Hoo & Shirley Wang Revocable Trust | |
| Shaskan, Joshua, David | Member | Apr 2011 (15y) | ≈ 5% – 18.75% via Joshua D. Shaskan And Lisa M. Shaskan Revocable Trust | |
| Han, Edward, Sung Soo | Member | May 2011 (15y) | 10% – 25% | |
| Lopez, Peter, Orlando | Managing Member | Jul 2011 (15y) | 10% – 25% | |
| Morse, Douglas, John | Managing Member | Jul 2011 (15y) | ≈ 2.5% – 7.5% via Morse Abare Family Trust | |
| Rolle', Erik, Uwe | Member | Jul 2011 (15y) | 10% – 25% | |
| Edelstein, Alison, Weirick | Trustee | Sep 2011 (15y) | ≈ 5% – 18.75% via Edelstein Trust | |
| Rolle, Della, Valerie | Trustee | Jan 2012 (15y) | ≈ 1.88% – 7.5% via Gary And Della Rolle Trust | |
| Shaskan, Lisa, Marie | Trustee | Sep 2012 (14y) | ≈ 5% – 18.75% via Joshua D. Shaskan And Lisa M. Shaskan Revocable Trust | |
| Abare, Michael, Joseph | Trustee | Dec 2015 (11y) | ≈ 2.5% – 7.5% via Morse Abare Family Trust | |
| Wang, Shirley, Shian Lan | Trustee | Oct 2016 (10y) | ≈ 5% – 18.75% via Jeffrey Hoo & Shirley Wang Revocable Trust |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Edelstein Trust | Managing Member | Sep 2011 | A | 10% – 25% |
| Joshua D. Shaskan And Lisa M. Shaskan Revocable Trust | Member | Sep 2012 | A | 10% – 25% |
| Bradley G. Slocum Trust | Managing Member | Sep 2011 | A | 10% – 25% |
| Jeffrey Hoo & Shirley Wang Revocable Trust | Member | Oct 2016 | A | 10% – 25% |
| Rolle Financial, Llc | Member | Jan 2012 | A | 5% – 10% |
| Morse Abare Family Trust | Managing Member | Dec 2015 | A | 5% – 10% |
| Gary And Della Rolle Trust | Member | Jan 2012 | B | ≈ 3.75% – 10% via Rolle Financial, Llc |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Geoffrey Ira Edelstein: 50% – 75% of Edelstein Trust × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Rolle', Gary, Uwe: 50% – 75% of Gary And Della Rolle Trust × 75% – 100% of Rolle Financial, Llc × 5% – 10% direct ≈ 1.88% – 7.5% of the firm
- Slocum, Bradley, Giles: 75% – 100% of Bradley G. Slocum Trust × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Hoo, Jeffrey, James: 50% – 75% of Jeffrey Hoo & Shirley Wang Revocable Trust × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Shaskan, Joshua, David: 50% – 75% of Joshua D. Shaskan And Lisa M. Shaskan Revocable Trust × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Morse, Douglas, John: 50% – 75% of Morse Abare Family Trust × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
- Edelstein, Alison, Weirick: 50% – 75% of Edelstein Trust × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Rolle, Della, Valerie: 50% – 75% of Gary And Della Rolle Trust × 75% – 100% of Rolle Financial, Llc × 5% – 10% direct ≈ 1.88% – 7.5% of the firm
- Shaskan, Lisa, Marie: 50% – 75% of Joshua D. Shaskan And Lisa M. Shaskan Revocable Trust × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Abare, Michael, Joseph: 50% – 75% of Morse Abare Family Trust × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
- Wang, Shirley, Shian Lan: 50% – 75% of Jeffrey Hoo & Shirley Wang Revocable Trust × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Gary And Della Rolle Trust: 75% – 100% of Rolle Financial, Llc × 5% – 10% direct ≈ 3.75% – 10% 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.
Private funds (1, $62.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Pelicanview Total Return Fund, Llc | Hedge Fund | $62.2M | $250K | 7 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Abbott Abbvie Multiple Employer Pension Plan | Abbott Laboratories | 161 | $4.2B | 01/01/2024 |
| Rockwell Automation Pension Plan | Rockwell Automation, Inc. | 1,841 | $1.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.23 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Goldman Sachs $519M (21% of AUM) Mar 2025
- Charles Schwab & Co. $499M (27% of AUM) Mar 2026
- Northern Trust $484M (26% of AUM) Mar 2026
- RBC $209M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗