GRANITE HARBOR ADVISORS, INC.
GRANITE HARBOR ADVISORS, INC. of HOUSTON, TX is an SEC-registered investment adviser (CRD 179523). Regulatory assets under management: $642.1M.
Registration
- CRD: 179523
- SEC file number: 801-110558
- Type: Registered investment adviser
- Location: 10603 WEST SAM HOUSTON PARKWAY NORTH, SUITE 450, HOUSTON, TX, 77064
- Phone: 832-461-0789
- Latest filing: 2026-05-04
- Regulatory AUM: $642.1M
- Discretionary AUM: $635.8M
- Non-discretionary AUM: $6.3M
- Clients: 12
- Accounts: 1,068
Business model
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos.
Officers, owners & control persons (12)
| Name | Role | Location |
|---|
| Smith R Brian | MANAGING PARTNER; PRESIDENT AND CHIEF EXECUTIVE OFFICER | Austin, TX |
| Nicholas Matthew Brown | MANAGING PARTNER | — |
| Timothy Brian Smith | FOUNDING PARTNER; PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| Brian Waylon Sak | MANAGING PARTNER | — |
| Latasha Lee Slawson | CHIEF COMPLIANCE OFFICER | — |
| Derek Jordan Taylor | MANAGING PARTNER | — |
| Derek Taylor | MANAGING PARTNER | Hartland, WI |
| BROWN HUGH M | CHIEF COMPLIANCE OFFICER | — |
| BROWN E MATTHEW | CHIEF COMPLIANCE OFFICER | — |
| SAK BRIAN W | MANAGING PARTNER | — |
| MANZ RAYMOND LEONARD | MANAGING PARTNER | — |
| SAK BRIAN WAYLON | MANAGING PARTNER | — |
Disclosures (16)
| Initiated | Type | Allegations | Status | Amount |
|---|
| — | regulatory | — | — | — |
| — | civil | — | — | — |
Private funds (3)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| CYPRESS VIEUX INVESTORS, LLC | Private Equity Fund | Delaware | 65 | $15.6M | $50K |
| GRANITE HARBOR - WEST ALLIS INVESTORS, LP | Private Equity Fund | Delaware | 40 | $7.5M | $50K |
| GRANITE HARBOR - SANDSTONE POINTE INVESTORS, LP | Private Equity Fund | Delaware | 20 | $3.2M | $50K |
Branch offices (1)
| City | State | Employees | Phone |
|---|
| HARTLAND | WI | 1 | 2623072362 |
More on this firm