Trigran Investments is a fund manager in Northbrook with $1.11 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
363825728
SEC advisor number
801-72437
FINRA CRD number
155200
AUM ?
$1.11 bn
(as of 12 Apr 23)
Accounts
17
(as of 12 Apr 23)
Employees
10
(8 investment advisory or research)
Address
Trigran Investments
630 DUNDEE ROAD
SUITE 230
NORTHBROOK
IL 60062
630 DUNDEE ROAD
SUITE 230
NORTHBROOK
IL 60062
Office hours
Monday - Friday, 8:00 A.M. - 5:30 P.M.
Phone
8476561640
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Granat, Douglas, Todd | Director/president | 06/1992 | 50-75% |
Oberman, Lawrence, Allen | Director/executive Vice President | 06/1993 | 25-50% |
Simon, Steven, Gasul | Director/vice President | 01/2003 | 10-25% |
Simon, Bradley, Fredrick | Chief Compliance Officer | 09/2007 | < 5% |
Douglas Granat Revocable Trust U/t/a Dated July 20, 1999 | Shareholder | 11/2003 | 50-75% |
Lawrence Oberman Revocable Trust U/t/a Dated August 8, 2000 | Shareholder | 11/2003 | 25-50% |
Steve Simon Revocable Trust U/a/d October 15, 2007 | Shareholder | 01/2008 | 10-25% |
Granat, Douglas, Todd | Trustee | 07/1999 | |
Oberman, Lawrence, Allen | Trustee | 08/2000 | |
Simon, Steven, Gasul | Trustee | 10/2007 | |
Monieson, Steven, Ross | Vice President | 12/2011 | < 5% |
the Steven Gift Trust | Shareholder | 01/2017 | < 5% |
Monieson, Steven, Ross | Trustee | 11/1988 | |
Bradley F. Simon Revocable Trust | Shareholder | 03/2022 | < 5% |
Simon, Bradley, Fredrick | Trustee | 06/2021 |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Trigran Investments, Inc. | $1.11 bn | |
Trigran Investments, L.P. | $328.73 mm | Hedge Fund |
Trigran Investments, L.P. II | $326.63 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
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