Grandeur Peak Global Advisors, Llc
- Regulatory AUM
- $3.8B
- Discretionary
- $3.8B
- Clients
- 17
- Avg AUM / client
- $224M
- Accounts
- 17
- Employees
- 50
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Investments (13F portfolio — 86 positions, $426,786,804)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Marex Group Plc | ORD | $59,077,193 | 1,325,195 | 13.8% | 1.55% |
| 2 | Monolithic Pwr Sys Inc | COM | $56,302,058 | 51,495 | 13.2% | 1.48% |
| 3 | Bbb Foods Inc | CL A COM | $36,449,846 | 1,030,530 | 8.54% | 0.96% |
| 4 | Kadant Inc | COM | $33,211,837 | 113,603 | 7.78% | 0.87% |
| 5 | Itt Inc | COM | $27,897,212 | 146,419 | 6.54% | 0.73% |
| 6 | Nvent Electric Plc | SHS | $20,135,869 | 170,239 | 4.72% | 0.53% |
| 7 | Littelfuse Inc | COM | $19,384,011 | 57,121 | 4.54% | 0.51% |
| 8 | Primoris Svcs Corp | COM | $15,729,680 | 109,967 | 3.69% | 0.41% |
| 9 | Atricure Inc | COM | $10,895,664 | 381,902 | 2.55% | 0.29% |
| 10 | Lemaitre Vascular Inc | COM | $10,777,590 | 98,723 | 2.53% | 0.28% |
| 11 | Perella Weinberg Partners | CLASS A COM | $7,690,942 | 423,510 | 1.8% | 0.2% |
| 12 | Bel Fuse Inc | CL A | $7,303,878 | 36,892 | 1.71% | 0.19% |
| 13 | Pjt Partners Inc | COM CL A | $7,224,921 | 51,710 | 1.69% | 0.19% |
| 14 | Bio Techne Corp | COM | $7,088,860 | 135,646 | 1.66% | 0.19% |
| 15 | Pattern Group Inc | COM SER A | $6,199,823 | 498,779 | 1.45% | 0.16% |
| 16 | Vesta Real Estate Corp | ADS | $5,726,545 | 171,762 | 1.34% | 0.15% |
| 17 | Houlihan Lokey Inc | CL A | $5,663,798 | 39,436 | 1.33% | 0.15% |
| 18 | Pennant Group Inc/The | COM | $5,518,648 | 181,058 | 1.29% | 0.15% |
| 19 | Jfrog Ltd | ORD SHS | $4,665,264 | 99,409 | 1.09% | 0.12% |
| 20 | Core & Main Inc | CL A | $3,797,773 | 76,878 | 0.89% | 0.1% |
| 21 | Dollar Gen Corp New | COM | $3,747,119 | 31,560 | 0.88% | 0.1% |
| 22 | M Tron Inds Inc | COM | $3,399,189 | 50,848 | 0.8% | 0.09% |
| 23 | Ensign Group Inc/The | COM | $3,383,387 | 16,791 | 0.79% | 0.09% |
| 24 | Healthequity Inc | COM | $3,045,709 | 36,445 | 0.71% | 0.08% |
| 25 | Federal Signal Corp | COM | $2,921,727 | 27,018 | 0.68% | 0.08% |
Top 25 of 86 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 |
|---|---|---|---|
| Investment companies | 10 | $2.5B | 65.5% |
| Pooled investment vehicles (non-investment companies) | 2 | $210M | 5.51% |
| Charitable organizations | 2 | $639M | 16.8% |
| State or municipal government entities | 2 | $404M | 10.6% |
| Other investment advisers | 1 | $59.0M | 1.55% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $507M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Grandeur Peak Global Opportunities, L.P. | Hedge Fund | Delaware | $275M | 5 |
| Grandeur Peak International Stalwarts, L.P. | Hedge Fund | Delaware | $232M | 6 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Homeland Pension Plan Home For The Friendless Homeland | 2024 |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric William Huefner | President, Coo, Manager | Jul 2011 (15y) | Less than 5% | |
| Robert Thatcher Gardiner | Chairman, Manager | CFA | Jul 2011 (15y) | Less than 5% |
| Gardiner, Susanne, Barth | Manager | Sep 2011 (15y) | GP / trustee / elected manager of Gardiner Grandeur Talents Llc (indirect) | |
| Randy Everett Pearce | Manager, Chief Investment Officer | CFA | Aug 2015 (11y) | Less than 5% |
| Blake Harold Walker | Ceo, Manager | Jan 2017 (10y) | ≈ 18.75% – 50% via Grandeur Peak Global Holdings, Llc | |
| Vincent, Jeffrey, M | Chief Compliance Officer, General Counsel | Jun 2020 (6y) | Less than 5% | |
| Liping Cai | Registered representative | CFA | Oct 2015 (11y) | |
| Robert Sean Green | Registered representative | CFA | Nov 2015 (11y) | |
| Amy Hu | Registered representative | CFA | Nov 2015 (11y) | |
| Bradley Barth | Registered representative | Sep 2016 (10y) | ||
| Todd Michael Matheny | Registered representative | Apr 2019 (7y) | ||
| Juliette Douglas | Registered representative | Oct 2020 (6y) | ||
| Spencer Coleman Hackett | Registered representative | Dec 2020 (6y) | ||
| Benjamin Robert Gardiner | Registered representative | Aug 2021 (5y) | ||
| Philip Scott Naylor | Registered representative | Oct 2021 (5y) | ||
| Kenneth Dane Nielson | Registered representative | CFA | Dec 2021 (5y) | |
| Preston Robert Williams | Registered representative | CFA | Dec 2021 (5y) | |
| Tyler James Glauser | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Grandeur Peak Global Holdings, Llc | Member | Jan 2024 | A | 75% or more |
| The Gardiner Grandeur Trust | Member | Jun 2012 | B | ≈ 14.06% – 50% via Gardiner Grandeur Talents Llc |
| Gardiner Grandeur Talents Llc | Member | Jan 2024 | B | ≈ 18.75% – 50% via Grandeur Peak Global Holdings, Llc |
| Hackett, Susanne M | Trustee | Dec 2017 | B | GP / trustee / elected manager of The Gardiner Grandeur Trust (indirect) |
| Gardiner, Benjamin R | Trustee | Dec 2017 | B | GP / trustee / elected manager of The Gardiner Grandeur Trust (indirect) |
| Gardiner, Grace T | Trustee | Dec 2017 | B | GP / trustee / elected manager of The Gardiner Grandeur Trust (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Blake Harold Walker: 25% – 50% of Grandeur Peak Global Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- The Gardiner Grandeur Trust: 75% – 100% of Gardiner Grandeur Talents Llc × 25% – 50% of Grandeur Peak Global Holdings, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Gardiner Grandeur Talents Llc: 25% – 50% of Grandeur Peak Global Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% 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 (2, $507M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Grandeur Peak Global Opportunities, L.P. | Hedge Fund | $275M | $10.0M | 5 |
| Grandeur Peak International Stalwarts, L.P. | Hedge Fund | $232M | $10.0M | 6 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Homeland Pension Plan | Home For The Friendless Homeland | 66 | $20.7M | 07/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.32 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 investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $566M (15% of AUM) Mar 2026
- State Street $477M (13% of AUM) Mar 2026
- Desjardins Trust Inc. $164M (3% of AUM) Mar 2025
- Cibc Mellon Global Securities Services $59.0M (2% 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) ↗