TRIGRAN INVESTMENTS, INC.
Adviser information for TRIGRAN INVESTMENTS, INC. last updated from Form ADV on March 27th, 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 | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Illinois, United States |
Employees
Total Number of Employees | 10 |
---|---|
Investment Advisory/Research | 8 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 17 | $1.1B |
Non-Discretionary | 0 | $0 |
Total | 17 | $1.1B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | <5 | $19.4M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 2 | $643.8M |
Pension and profit sharing plans | <5 | $92.9M |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | <5 | $387.2M |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUMPerformance-based fees |
Principal Office
630 DUNDEE ROADSUITE 230
NORTHBROOK
IL
United States
Monday - Friday, 8:00 A.M. - 5:30 P.M.
Tel: 847-656-1640, Fax: 847-656-0060
Chief Compliance Officer
BRADLEY F. SIMON
CHIEF COMPLIANCE OFFICER
630 DUNDEE ROAD, SUITE 230
NORTHBROOK
IL
United States
Tel:
847-656-1640
Fax:
847-656-0060
B***@*************M
(Full email address available in API data)
Regulatory Contact
LAWRENCE A. OBERMAN
EXECUTIVE VICE PRESIDENT
630 DUNDEE ROAD, SUITE 230
NORTHBROOK
IL
United States
Tel:
847-656-1640
Fax:
847-656-0060
L****@*************M
(Full email address available in API data)
Industry Affiliates
TRIGRAN HOLDINGS LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
TRIGRAN INVESTMENTS, L.P. | Hedge Fund | $297.8M | $0.5M | 100 |
TRIGRAN INVESTMENTS, L.P. II | Hedge Fund | $345.9M | $0.5M | 150 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
GRANAT, DOUGLAS, TODD | Individual | – | DIRECTOR/PRESIDENT | 06/1992 | 50-75% |
OBERMAN, LAWRENCE, ALLEN | Individual | – | DIRECTOR/EXECUTIVE VICE PRESIDENT | 06/1993 | 25-50% |
SIMON, STEVEN, GASUL | Individual | – | DIRECTOR/VICE PRESIDENT | 01/2003 | 10-25% |
SIMON, BRADLEY, FREDRICK | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2007 | < 5% |
DOUGLAS GRANAT REVOCABLE TRUST U/T/A DATED JULY 20, 1999 | Domestic Entity | – | SHAREHOLDER | 11/2003 | 50-75% |
LAWRENCE OBERMAN REVOCABLE TRUST U/T/A DATED AUGUST 8, 2000 | Domestic Entity | – | SHAREHOLDER | 11/2003 | 25-50% |
STEVE SIMON REVOCABLE TRUST U/A/D OCTOBER 15, 2007 | Domestic Entity | – | SHAREHOLDER | 01/2008 | 10-25% |
GRANAT, DOUGLAS, TODD | Individual | DOUGLAS GRANAT REVOCABLE TRUST U/T/A DATED JULY 20, 1999 | TRUSTEE | 07/1999 | |
THE STEVEN GIFT TRUST | Domestic Entity | – | SHAREHOLDER | 01/2017 | < 5% |
OBERMAN, LAWRENCE, ALLEN | Individual | LAWRENCE OBERMAN REVOCABLE TRUST U/T/A DATED AUGUST 8, 2000 | TRUSTEE | 08/2000 | |
SIMON, STEVEN, GASUL | Individual | STEVE SIMON REVOCABLE TRUST U/A/D OCTOBER 15, 2007 | TRUSTEE | 10/2007 | |
MONIESON, STEVEN, ROSS | Individual | – | VICE PRESIDENT | 12/2011 | < 5% |
MONIESON, STEVEN, ROSS | Domestic Entity | THE STEVEN GIFT TRUST | TRUSTEE | 11/1988 | |
BRADLEY F. SIMON REVOCABLE TRUST | Domestic Entity | – | SHAREHOLDER | 03/2022 | < 5% |
SIMON, BRADLEY, FREDRICK | Individual | BRADLEY F. SIMON REVOCABLE TRUST | TRUSTEE | 06/2021 |
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 |
---|---|---|---|---|
ANIKA THERAPEUTICS INC | COM | 34M | 1M | – |
ANIKA THERAPEUTICS INC | COM | 18M | 718K | – |
ANIKA THERAPEUTICS INC | COM | 2M | 95K | – |
BARRETT BUSINESS SVCS INC | COM | 462K | 14K | – |
BARRETT BUSINESS SVCS INC | COM | 136K | 4K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1M | 3K | – |
BRIGHTCOVE INC | COM | 5M | 2M | – |
BRIGHTCOVE INC | COM | 3M | 1M | – |
BRIGHTCOVE INC | COM | 560K | 236K | – |
CALIX INC | COM | 21M | 579K | – |
CALIX INC | COM | 14M | 392K | – |
CALIX INC | COM | 1M | 38K | – |
ENPRO INC | COM | 19M | 130K | – |
ENPRO INC | COM | 11M | 77K | – |
ENPRO INC | COM | 1M | 10K | – |
EXTREME NETWORKS | COM | 18M | 1M | – |
EXTREME NETWORKS | COM | 13M | 954K | – |
EXTREME NETWORKS | COM | 1M | 92K | – |
GENTHERM INC | COM | 56M | 1M | – |
GENTHERM INC | COM | 33M | 667K | – |
GENTHERM INC | COM | 4M | 79K | – |
HACKETT GROUP INC | COM | 24M | 1M | – |
HACKETT GROUP INC | COM | 15M | 710K | – |
HACKETT GROUP INC | COM | 2M | 83K | – |
HARMONIC INC | COM | 47M | 4M | – |
HARMONIC INC | COM | 28M | 2M | – |
HARMONIC INC | COM | 3M | 277K | – |
HAYWARD HLDGS INC | COM | 9M | 724K | – |
HAYWARD HLDGS INC | COM | 5M | 416K | – |
HAYWARD HLDGS INC | COM | 595K | 48K | – |
MATERION CORP | COM | 49M | 453K | – |
MATERION CORP | COM | 30M | 277K | – |
MATERION CORP | COM | 3M | 31K | – |
MIMEDX GROUP INC | COM | 19M | 3M | – |
MIMEDX GROUP INC | COM | 11M | 2M | – |
MIMEDX GROUP INC | COM | 1M | 186K | – |
OOMA INC | COM | 26M | 3M | – |
OOMA INC | COM | 13M | 1M | – |
OOMA INC | COM | 2M | 199K | – |
RED VIOLET INC | COM | 35M | 1M | – |
RED VIOLET INC | COM | 17M | 653K | – |
RED VIOLET INC | COM | 2M | 95K | – |
SHUTTERSTOCK INC | COM | 30M | 774K | – |
SHUTTERSTOCK INC | COM | 20M | 505K | – |
SHUTTERSTOCK INC | COM | 2M | 56K | – |
SONOS INC | COM | 47M | 3M | – |
SONOS INC | COM | 28M | 2M | – |
SONOS INC | COM | 3M | 220K | – |
SURMODICS INC | COM | 28M | 662K | – |
SURMODICS INC | COM | 14M | 336K | – |
SURMODICS INC | COM | 2M | 46K | – |
SYNAPTICS INC | COM | 54M | 613K | – |
SYNAPTICS INC | COM | 32M | 361K | – |
SYNAPTICS INC | COM | 4M | 41K | – |
TECHTARGET INC | COM | 55M | 2M | – |
TECHTARGET INC | COM | 35M | 1M | – |
TECHTARGET INC | COM | 4M | 125K | – |