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 |
Principal Office
404 WYMAN STREET, SUITE 460WALTHAM
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
B********@***********M
(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
L****@***********M
(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
RAUM, Historic
No. Clients, Historic
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 | – |