Granger Management Llc
- Regulatory AUM
- $4.9B
- Discretionary
- $4.9B
- Clients
- 15
- Avg AUM / client
- $328M
- Accounts
- 16
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 6 | $62.2M | 1.26% |
| Pooled investment vehicles (non-investment companies) | 9 | $853M | 17.3% |
| Corporations and other businesses | Fewer than 5 clients | $4.0B | 81.4% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $718M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Grace Gm Partners Llc | Private Equity Fund | Delaware | $327M | 122 |
| Carnegie Gm Partners Llc | Private Equity Fund | Delaware | $182M | 114 |
| Chaproc Llc | Private Equity Fund | Delaware | $101M | 0 |
| Morangie Llc master | Private Equity Fund | Delaware | $48.3M | 36 |
| Rooney Gm Partners Llc master | Private Equity Fund | Delaware | $36.9M | 54 |
| Granger Vep Co Investment Fund Llc | Private Equity Fund | Delaware | $12.1M | 5 |
| Chloe Gb Partners Llc | Private Equity Fund | Delaware | $7.8M | 15 |
| Rooney Gm Partners Offshore Limited feeder | Private Equity Fund | Jersey | $1.7M | 0 |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Mercy Health EIN 431423050 | Chesterfield, MO | 06/30/2024 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pratt, David, C. | Grantor, Trustee, And Beneficiary Of The Trust | Jun 1993 (33y) | ≈ 10.55% – 50% via David C. Pratt Revocable Trust | |
| Walter, Andrew, Conried | Managing Member | Aug 2013 (13y) | ≈ 18.75% – 50% via Granger Management Holdings Llc | |
| Blieden, Marc, Farell | Chief Operating Officer / Chief Compliance Officer | Aug 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Granger Management Holdings Llc | Holding Company Parent | Aug 2013 | A | 75% or more |
| David C. Pratt Revocable Trust | Sole Member | Apr 2023 | B | ≈ 14.06% – 50% via Aj Highlands Llc |
| Aj Highlands Llc | Member | Jul 2014 | B | ≈ 18.75% – 50% via Granger Management Holdings Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Pratt, David, C.: 75% – 100% of David C. Pratt Revocable Trust × 75% – 100% of Aj Highlands Llc × 25% – 50% of Granger Management Holdings Llc × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Walter, Andrew, Conried: 25% – 50% of Granger Management Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- David C. Pratt Revocable Trust: 75% – 100% of Aj Highlands Llc × 25% – 50% of Granger Management Holdings Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Aj Highlands Llc: 25% – 50% of Granger Management 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 (8, $718M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Grace Gm Partners Llc | Private Equity Fund | $327M | $100K | 122 |
| Carnegie Gm Partners Llc | Private Equity Fund | $182M | $100K | 114 |
| Chaproc Llc | Private Equity Fund | $101M | $100K | 0 |
| Morangie Llc | Private Equity Fund | $48.3M | $100K | 36 |
| Rooney Gm Partners Llc | Private Equity Fund | $36.9M | $100K | 54 |
| Granger Vep Co Investment Fund Llc | Private Equity Fund | $12.1M | $100K | 5 |
| Chloe Gb Partners Llc | Private Equity Fund | $7.8M | $100K | 15 |
| Rooney Gm Partners Offshore Limited | Private Equity Fund | $1.7M | $100K | 0 |
From Form ADV Section 7.B private fund reporting.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Mercy Health | Public charity | $4.7B | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 2.54 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
- • Selection of other advisers
Custody
Reported custodians
- Northern Trust $3.7B (76% of AUM) Mar 2026
- BNY Mellon $31.7M (1% of AUM) Jan 2025
- Goldman Sachs $31.5M (1% of AUM) Mar 2026
- Fidelity Family Office Services $30.7M (1% of AUM) Mar 2026
- Morgan Stanley $2.1M (0% of AUM) Apr 2021
- Bank Of America Private Wealth Management $72.4K (0% of AUM) Mar 2019
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 12, 2026.
View current Form ADV (SEC/IAPD) ↗