GRANAHAN INVESTMENT MANAGEMENT LLC

Adviser information for GRANAHAN INVESTMENT MANAGEMENT LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Massachusetts, United States

Employees

Total Number of Employees 20
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 98 $3.1B
Non-Discretionary 0 $0
Total 98 $3.1B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 40 $66.7M
Banking or thrift institutions 0 $0
Investment companies 5 $733.7M
Business development companies 0 $0
Pooled investment vehicles 8 $1.0B
Pension and profit sharing plans 8 $323.3M
Charitable organizations 10 $260.0M
State or municipal gov entities 7 $454.0M
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 20 $249.6M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 18
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-23705
SEC ERA File Number 801-23705
SEC CIK Numbers 1026710
SEC CRD Numbers 107745
Legal Entity Identifier 549300YQRFF9XBLWGF31

Principal Office

404 WYMAN STREET, SUITE 460
WALTHAM
MA
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: 781-890-4412, Fax: 781-890-6427

Websites

Chief Compliance Officer

BRIAN S. GRANAHAN
CHIEF OPERATING OFFICER
404 WYMAN ST., SUITE 460
WALTHAM
MA
United States
Tel: 781-902-1407
Fax: 781-890-6427
(Full email address available in API data)

Regulatory Contact

LORI AZAR
ASSISTANT VICE PRESIDENT, MARKETING
404 WYMAN STREET
SUITE 460
WALTHAM
MA
United States
Tel: 7818904412
Fax: 781-890-6427
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
GIM SMALL CAP DISCOVERIES LLC US SMALL CAP LONG-ONLY EQUITIES $3.0M $0.1M 5

Control Persons

Name Type Entity Title Since Ownership
WHITE, JANE, MORAN Individual PRESIDENT AND CHIEF EXECUTIVE OFFICER 02/1985 < 5%
GRANAHAN, BRIAN, S. Individual CHIEF COMPLIANCE OFFICER 08/2004 < 5%
PAWLOSKI, JENNIFER, M Individual CLERK 04/2019 < 5%
BEJA, ANDREW, LLOYD Individual MANAGING DIRECTOR 01/2018 < 5%
ROSE, DAVID, MICHAEL Individual MANAGING DIRECTOR 01/2015 < 5%
GIM HOLDINGS, INC Domestic Entity MANAGING MEMBER 11/2021 > 75%
KUDU INVESTMENT MANAGEMENT LLC Domestic Entity MEMBER 11/2021 10-25%
WHITE MOUNTAINS INSURANCE GROUP, LTD. Foreign Entity WM HINSON (BERMUDA) LTD. SHAREHOLDER 10/2020 > 75%
WM REGENT LTD. Foreign Entity KUDU INVESTMENT MANAGEMENT LLC MEMBER 10/2020 > 75%
WM INTERNATIONAL HOLDINGS, LTD. Foreign Entity WM REGENT LTD. SHAREHOLDER 10/2020 > 75%
WM HINSON (BERMUDA) LTD. Foreign Entity WM INTERNATIONAL HOLDINGS, LTD. SHAREHOLDER 01/2023 > 75%

No. Employees, Historic

2010020202021202220232024202518 on 4/3/202018 on 4/7/202118 on 6/1/202118 on 12/24/202119 on 3/28/202219 on 3/31/202319 on 5/5/202319 on 10/2/202320 on 3/26/2024

RAUM, Historic

5B3B02020202120222023202420252207555102 on 4/3/20204574651316 on 4/7/20214574651316 on 6/1/20214574651316 on 12/24/20214968486424 on 3/28/20223326814170 on 3/31/20233326814170 on 5/5/20233326814170 on 10/2/20233098868810 on 3/26/2024

No. Clients, Historic

10050020202021202220232024202545 on 4/3/202074 on 4/7/202174 on 6/1/202174 on 12/24/202193 on 3/28/202298 on 3/31/202398 on 5/5/202398 on 10/2/202398 on 3/26/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
10X GENOMICS INC CL A COM 6M 334K
908 DEVICES INC COM 5M 920K
ACADIA HEALTHCARE COMPANY IN COM 4M 66K
ACV AUCTIONS INC COM CL A 2M 119K
AGIOS PHARMACEUTICALS INC COM 6M 137K
ALLEGRO MICROSYSTEMS INC COM 6M 219K
ALTA EQUIPMENT GROUP INC COMMON STOCK 602K 75K
AMERESCO INC CL A 9M 329K
APELLIS PHARMACEUTICALS INC COM 5M 122K
ARCTURUS THERAPEUTICS HLDGS COM 8M 345K
ARCUS BIOSCIENCES INC COM 6M 380K
ARRAY TECHNOLOGIES INC COM SHS 22M 2M
ARTERIS INC COM 4M 527K
AVEPOINT INC COM CL A 384K 37K
AXON ENTERPRISE INC COM 73M 247K
AZENTA INC COM 8M 145K
BEL FUSE INC CL B 12M 187K
BIOLIFE SOLUTIONS INC COM NEW 20M 946K
BIOMERICA INC COM NEW 378K 860K
BLUE BIRD CORP COM 8M 141K
BLUEPRINT MEDICINES CORP COM 15M 140K
BOOT BARN HLDGS INC COM 4M 34K
BRIDGEBIO PHARMA INC COM 6M 252K
BRIGHT HORIZONS FAM SOL IN D COM 13M 114K
CARPENTER TECHNOLOGY CORP COM 43M 394K
CASELLA WASTE SYS INC CL A 26M 264K
CASTLE BIOSCIENCES INC COM 23M 1M
CCC INTELLIGENT SOLUTIONS HL COM 9M 821K
CELESTICA INC COM 4M 64K
CELLEBRITE DI LTD ORDINARY SHARES 3M 263K
CERTARA INC COM 3M 244K
CEVA INC COM 4M 183K
CHART INDS INC COM 27M 189K
CHEFS WHSE INC COM 27M 684K
CIENA CORP COM NEW 7M 136K
COGENT COMMUNICATIONS HLDGS COM NEW 10M 171K
COLUMBUS MCKINNON CORP N Y COM 15M 442K
COMFORT SYS USA INC COM 4M 13K
COMPASS INC CL A 18M 5M
CONFLUENT INC CLASS A COM 13M 456K
CORVEL CORP COM 7M 27K
COSTAR GROUP INC COM 31M 423K
CYBERARK SOFTWARE LTD SHS 16M 58K
CYTOKINETICS INC COM NEW 7M 137K
CYTOSORBENTS CORP COM NEW 2M 3M
DARLING INGREDIENTS INC COM 327K 9K
DESCARTES SYS GROUP INC COM 6M 66K
DEXCOM INC COM 335K 3K
DOUBLEVERIFY HLDGS INC COM 3M 179K
EDGEWISE THERAPEUTICS INC COM 13M 711K
ENOVIX CORPORATION COM 12M 790K
EURONET WORLDWIDE INC COM 12M 119K
EVERQUOTE INC COM CL A 17M 796K
EVOLENT HEALTH INC CL A 58M 3M
EXLSERVICE HOLDINGS INC COM 6M 197K
EXTREME NETWORKS COM 5M 393K
EYEPOINT PHARMACEUTICALS INC COM NEW 2M 201K
FIRST SOLAR INC COM 3M 15K
FIRST WATCH RESTAURANT GROUP COM 12M 674K
FIVE9 INC COM 13M 287K
FOX FACTORY HLDG CORP COM 4M 86K
GATES INDL CORP PLC ORD SHS 12M 741K
GENIUS SPORTS LIMITED SHARES CL A 54M 10M
GENTHERM INC COM 14M 294K
GLOBANT S A COM 35M 194K
GOOSEHEAD INS INC COM CL A 582K 10K
GROCERY OUTLET HLDG CORP COM 6M 257K
GUARDANT HEALTH INC COM 5M 181K
GUIDEWIRE SOFTWARE INC COM 13M 95K
HARVARD BIOSCIENCE INC COM 5M 2M
HEALTH CATALYST INC COM 7M 1M
HONEST CO INC COM 1M 452K
HUBSPOT INC COM 10M 17K
HUDSON TECHNOLOGIES INC COM 299K 34K
INDIE SEMICONDUCTOR INC CLASS A COM 113M 18M
INFINERA CORP COM 3M 438K
INSMED INC COM PAR $.01 17M 259K
INTELLIA THERAPEUTICS INC COM 5M 215K
INTRA-CELLULAR THERAPIES INC COM 6M 93K
JFROG LTD ORD SHS 10M 267K
KEROS THERAPEUTICS INC COM 7M 145K
KINIKSA PHARMACEUTICALS INTL ORD SHS CL A 11M 569K
KINSALE CAP GROUP INC COM 6M 16K
KNIFE RIVER CORP COMMON STOCK 7M 94K
KORNIT DIGITAL LTD SHS 20M 1M
KURA SUSHI USA INC CL A COM 6M 99K
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 37M 2M
LOVESAC COMPANY COM 15M 676K
MAGNITE INC COM 70M 5M
MAREX GROUP PLC ORD 25M 1M
MATERION CORP COM 21M 194K
MAYVILLE ENGR CO INC COM 5M 324K
MERUS N V COM 1M 20K
MESA LABS INC COM 5M 54K
MODINE MFG CO COM 11M 109K
MONOLITHIC PWR SYS INC COM 414K 504
MONTROSE ENVIRONMENTAL GROUP COM 22M 483K
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 12M 284K
MYR GROUP INC DEL COM 4M 30K
NATERA INC COM 10M 92K
NEOGEN CORP COM 5M 338K
NEWPARK RES INC COM PAR $.01NEW 3M 356K
NOVA LTD COM 4M 18K
NOVANTA INC COM 3M 20K
NUTANIX INC CL A 14M 245K
ODDITY TECH LTD SHS CL A 40M 1M
OKTA INC CL A 4M 42K
ONTO INNOVATION INC COM 6M 27K
ORION GROUP HLDGS INC COM 1M 115K
ORTHOPEDIATRICS CORP COM 29M 999K
OSI SYSTEMS INC COM 7M 50K
PAR TECHNOLOGY CORP COM 8M 159K
PARSONS CORP DEL COM 17M 212K
PAYLOCITY HLDG CORP COM 27M 202K
PDF SOLUTIONS INC COM 7M 197K
PHREESIA INC COM 25M 1M
PLIANT THERAPEUTICS INC COM 11M 982K
PORCH GROUP INC COM 15M 10M
PORTILLOS INC COM CL A 13M 1M
POWER INTEGRATIONS INC COM 9M 127K
PROS HOLDINGS INC COM 15M 525K
PROTHENA CORP PLC SHS 7M 336K
PTC INC COM 12M 66K
PURE STORAGE INC CL A 13M 196K
QUALYS INC COM 11M 76K
QUANTERIX CORP COM 15M 1M
RADWARE LTD ORD 2M 126K
RAMBUS INC DEL COM 5M 86K
RAPID7 INC COM 4M 86K
RBC BEARINGS INC COM 13M 49K
REDDIT INC CL A 12M 186K
RESEARCH SOLUTIONS INC COM 86K 34K
RISKIFIED LTD SHS CL A 2M 387K
ROGERS CORP COM 3M 26K
RXSIGHT INC COM 6M 94K
SAGE THERAPEUTICS INC COM 4M 348K
SEMTECH CORP COM 4M 117K
SHARKNINJA INC COM SHS 1M 18K
SHIFT4 PMTS INC CL A 44M 597K
SHOALS TECHNOLOGIES GROUP IN CL A 145K 23K
SI-BONE INC COM 23M 2M
SILICON LABORATORIES INC COM 4M 36K
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 15M 186K
SKECHERS U S A INC CL A 10M 141K
SMARTSHEET INC COM CL A 42M 956K
SOUNDTHINKING INC COM 366K 30K
SPROUT SOCIAL INC COM CL A 68M 2M
SPS COMM INC COM 56M 297K
SPX TECHNOLOGIES INC COM 7M 52K
STOKE THERAPEUTICS INC COM 8M 598K
SUNOPTA INC COM 15M 3M
SWEETGREEN INC COM CL A 3M 114K
SYMBOTIC INC CLASS A COM 1M 35K
SYNDAX PHARMACEUTICALS INC COM 12M 594K
TAYSHA GENE THERAPIES INC COM SHS 2M 810K
TETRA TECH INC NEW COM 1M 6K
TEXAS CAP BANCSHARES INC COM 21M 343K
THE REAL BROKERAGE INC COM NEW 4M 964K
TOAST INC CL A 58M 2M
TOPGOLF CALLAWAY BRANDS CORP COM 15M 1M
TRANSMEDICS GROUP INC COM 11M 72K
TWILIO INC CL A 1M 21K
UDEMY INC COM 5M 563K
UNIVERSAL TECHNICAL INST INC COM 3M 185K
VARONIS SYS INC COM 10M 206K
VEECO INSTRS INC DEL COM 24M 515K
VERACYTE INC COM 7M 340K
VERTEX INC CL A 28M 779K
VIAD CORP COM 6M 190K
VICOR CORP COM 2M 46K
VICTORY CAP HLDGS INC COM CL A 56M 1M
VIKING THERAPEUTICS INC COM 20M 379K
VITA COCO CO INC COM 21M 743K
VIVID SEATS INC COM CL A 30M 5M
WILLSCOT MOBIL MINI HLDNG CO COM CL A 26M 682K
WNS HLDGS LTD COM SHS 7M 135K
WORKIVA INC COM CL A 17M 235K
XENON PHARMACEUTICALS INC COM 9M 226K
ZETA GLOBAL HOLDINGS CORP CL A 101M 6M
ZYMEWORKS INC COM 6M 738K