GRANITE INVESTMENT ADVISORS, LLC

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Granite Investment Advisors is based out of Concord. Granite Investment Advisors is a large advisory firm with 385 clients and discretionary assets under management (AUM) of $641,776,060 (Form ADV from 2019-08-01). Their last reported 13F filing for Q1 2020 included $401,567,000 in managed 13F securities and a top 10 holdings concentration of 26.63%. Granite Investment Advisors's largest holding is Apple Inc with shares held of 80,052. Whalewisdom has at least 51 13F filings

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03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $401.567 Million
  • Prior Market Value $530.943 Million
  • New Purchases8 stocks
  • Additional Purchases44 stocks
  • Sold out of31 stocks
  • Reduced holdings in80 stocks
  • Top 10 Holdings % 26.63 %
  • Turnover % [1]:27.27%
  • Turnover Alt % [2]: 19.37 %
  • Time Held Top20:11.10 quarters
  • Time Held Top10:11.60 quarters
  • Time Held All:18.85 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: -17.67%
Performance Last 4 Quarters: -7.03%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

GRANITE INVESTMENT ADVISORS, LLC
6 EAGLE SQ 3RD FLOOR
CONCORD NH    03301
Country: United States

Business Phone: 603-226-6600
Fax: 603-226-7200
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 15
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 15,574,800
Total Number of Clients: 385
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (2),11.D (4)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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GRANITE INVESTMENT ADVISORS, LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

GRANITE INVESTMENT ADVISORS, LLC

ownership team - last updated 2019-12-09
Name Title Start Date Direct/Indirect % Ownership
SCHERMERHORN, SCOTT, BENJAMIN MANAGING MEMBER 02/01/2017 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CHOATE INVESTMENT ADVISORS LLC MANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMI direct 2005-12-01
GRANITE INVESTMENT ADVISORS, INC. DIRECTOR direct 2009-03-01
GRANITE INVESTMENT ADVISORS, LLC MANAGING PRINCIPAL direct 2009-03-01
GRANITE INVESTMENT ADVISORS, INC. CHIEF EXECUTIVE OFFICER direct 2009-03-01
GRANITE INVESTMENT ADVISORS, INC. PRINCIPAL indirect 2009-04-01
GRANITE INVESTMENT ADVISORS, LLC MANAGING MEMBER direct 2017-02-01
LESKO, TIMOTHY, SEAN MEMBER 02/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BOSTON PRIVATE VALUE INVESTORS, INC. PRESIDENT direct 2009-03-01
GRANITE INVESTMENT ADVISORS, LLC MEMBER direct 2017-02-01
BOSTON PRIVATE VALUE INVESTORS, INC. DIRECTOR OF MARKETING/PORTFOLIO MANAGER direct 2001-02-01 2002-10-22
BOSTON PRIVATE VALUE INVESTORS, INC. DIRECTOR OF MARKETING direct 2001-02-01 2006-03-30
BOSTON PRIVATE VALUE INVESTORS, INC. PORTFOLIO MANAGER direct 2001-02-01 2007-08-09
BOSTON PRIVATE VALUE INVESTORS, INC. MANAGING DIRECTOR/DIRECTOR direct 2007-08-01 2008-12-17
GRANITE INVESTMENT ADVISORS, INC. PRESIDENT direct 2009-03-01 2009-04-01
GRANITE INVESTMENT ADVISORS, INC. DIRECTOR direct 2009-03-01 2017-02-09
GRANITE INVESTMENT ADVISORS, INC. PRINCIPAL indirect 2009-04-01 2017-02-09
GRANITE INVESTMENT ADVISORS, LLC PRINCIPAL direct 2009-03-01 2017-03-31
WENTWORTH, DEBRA, ANN CCO, MEMBER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
GRANITE INVESTMENT ADVISORS, INC. PRINCIPAL, CCO & VP OPERATIONS direct 2011-09-01
GRANITE INVESTMENT ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 2011-09-01
GRANITE INVESTMENT ADVISORS, INC. VP OPERATIONS & CCO direct 2011-09-01
GRANITE INVESTMENT ADVISORS, LLC CCO, MEMBER direct 2011-09-01
GRANITE INVESTMENT ADVISORS, INC. CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPS & IT direct 2011-09-01

GRANITE INVESTMENT ADVISORS, LLC

ownership team - last updated 2019-07-15
Name Title Start Date Direct/Indirect % Ownership
SCHERMERHORN, SCOTT, BENJAMIN MANAGING MEMBER 02/01/2017 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CHOATE INVESTMENT ADVISORS LLC MANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMI direct 2005-12-01
GRANITE INVESTMENT ADVISORS, INC. DIRECTOR direct 2009-03-01
GRANITE INVESTMENT ADVISORS, LLC MANAGING PRINCIPAL direct 2009-03-01
GRANITE INVESTMENT ADVISORS, INC. CHIEF EXECUTIVE OFFICER direct 2009-03-01
GRANITE INVESTMENT ADVISORS, INC. PRINCIPAL indirect 2009-04-01
GRANITE INVESTMENT ADVISORS, LLC MANAGING MEMBER direct 2017-02-01
LESKO, TIMOTHY, SEAN MEMBER 02/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BOSTON PRIVATE VALUE INVESTORS, INC. PRESIDENT direct 2009-03-01
GRANITE INVESTMENT ADVISORS, LLC MEMBER direct 2017-02-01
BOSTON PRIVATE VALUE INVESTORS, INC. DIRECTOR OF MARKETING/PORTFOLIO MANAGER direct 2001-02-01 2002-10-22
BOSTON PRIVATE VALUE INVESTORS, INC. DIRECTOR OF MARKETING direct 2001-02-01 2006-03-30
BOSTON PRIVATE VALUE INVESTORS, INC. PORTFOLIO MANAGER direct 2001-02-01 2007-08-09
BOSTON PRIVATE VALUE INVESTORS, INC. MANAGING DIRECTOR/DIRECTOR direct 2007-08-01 2008-12-17
GRANITE INVESTMENT ADVISORS, INC. PRESIDENT direct 2009-03-01 2009-04-01
GRANITE INVESTMENT ADVISORS, INC. DIRECTOR direct 2009-03-01 2017-02-09
GRANITE INVESTMENT ADVISORS, INC. PRINCIPAL indirect 2009-04-01 2017-02-09
GRANITE INVESTMENT ADVISORS, LLC PRINCIPAL direct 2009-03-01 2017-03-31
WENTWORTH, DEBRA, ANN CCO, MEMBER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
GRANITE INVESTMENT ADVISORS, INC. PRINCIPAL, CCO & VP OPERATIONS direct 2011-09-01
GRANITE INVESTMENT ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 2011-09-01
GRANITE INVESTMENT ADVISORS, INC. VP OPERATIONS & CCO direct 2011-09-01
GRANITE INVESTMENT ADVISORS, LLC CCO, MEMBER direct 2011-09-01
GRANITE INVESTMENT ADVISORS, INC. CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPS & IT direct 2011-09-01

GRANITE INVESTMENT ADVISORS, LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
SCHERMERHORN, SCOTT, BENJAMIN MANAGING MEMBER 02/01/2017 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CHOATE INVESTMENT ADVISORS LLC MANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMI direct 2005-12-01
GRANITE INVESTMENT ADVISORS, INC. DIRECTOR direct 2009-03-01
GRANITE INVESTMENT ADVISORS, LLC MANAGING PRINCIPAL direct 2009-03-01
GRANITE INVESTMENT ADVISORS, INC. CHIEF EXECUTIVE OFFICER direct 2009-03-01
GRANITE INVESTMENT ADVISORS, INC. PRINCIPAL indirect 2009-04-01
GRANITE INVESTMENT ADVISORS, LLC MANAGING MEMBER direct 2017-02-01
LESKO, TIMOTHY, SEAN MEMBER 02/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BOSTON PRIVATE VALUE INVESTORS, INC. PRESIDENT direct 2009-03-01
GRANITE INVESTMENT ADVISORS, LLC MEMBER direct 2017-02-01
BOSTON PRIVATE VALUE INVESTORS, INC. DIRECTOR OF MARKETING/PORTFOLIO MANAGER direct 2001-02-01 2002-10-22
BOSTON PRIVATE VALUE INVESTORS, INC. DIRECTOR OF MARKETING direct 2001-02-01 2006-03-30
BOSTON PRIVATE VALUE INVESTORS, INC. PORTFOLIO MANAGER direct 2001-02-01 2007-08-09
BOSTON PRIVATE VALUE INVESTORS, INC. MANAGING DIRECTOR/DIRECTOR direct 2007-08-01 2008-12-17
GRANITE INVESTMENT ADVISORS, INC. PRESIDENT direct 2009-03-01 2009-04-01
GRANITE INVESTMENT ADVISORS, INC. DIRECTOR direct 2009-03-01 2017-02-09
GRANITE INVESTMENT ADVISORS, INC. PRINCIPAL indirect 2009-04-01 2017-02-09
GRANITE INVESTMENT ADVISORS, LLC PRINCIPAL direct 2009-03-01 2017-03-31
WENTWORTH, DEBRA, ANN CCO, MEMBER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
GRANITE INVESTMENT ADVISORS, INC. PRINCIPAL, CCO & VP OPERATIONS direct 2011-09-01
GRANITE INVESTMENT ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 2011-09-01
GRANITE INVESTMENT ADVISORS, INC. VP OPERATIONS & CCO direct 2011-09-01
GRANITE INVESTMENT ADVISORS, LLC CCO, MEMBER direct 2011-09-01
GRANITE INVESTMENT ADVISORS, INC. CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPS & IT direct 2011-09-01

GRANITE INVESTMENT ADVISORS, LLC

ownership team - last updated 2018-05-16
Name Title Start Date Direct/Indirect % Ownership
SCHERMERHORN, SCOTT, BENJAMIN MANAGING MEMBER 02/01/2017 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CHOATE INVESTMENT ADVISORS LLC MANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMI direct 2005-12-01
GRANITE INVESTMENT ADVISORS, INC. DIRECTOR direct 2009-03-01
GRANITE INVESTMENT ADVISORS, LLC MANAGING PRINCIPAL direct 2009-03-01
GRANITE INVESTMENT ADVISORS, INC. CHIEF EXECUTIVE OFFICER direct 2009-03-01
GRANITE INVESTMENT ADVISORS, INC. PRINCIPAL indirect 2009-04-01
GRANITE INVESTMENT ADVISORS, LLC MANAGING MEMBER direct 2017-02-01
LESKO, TIMOTHY, SEAN MEMBER 02/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BOSTON PRIVATE VALUE INVESTORS, INC. PRESIDENT direct 2009-03-01
GRANITE INVESTMENT ADVISORS, LLC MEMBER direct 2017-02-01
BOSTON PRIVATE VALUE INVESTORS, INC. DIRECTOR OF MARKETING/PORTFOLIO MANAGER direct 2001-02-01 2002-10-22
BOSTON PRIVATE VALUE INVESTORS, INC. DIRECTOR OF MARKETING direct 2001-02-01 2006-03-30
BOSTON PRIVATE VALUE INVESTORS, INC. PORTFOLIO MANAGER direct 2001-02-01 2007-08-09
BOSTON PRIVATE VALUE INVESTORS, INC. MANAGING DIRECTOR/DIRECTOR direct 2007-08-01 2008-12-17
GRANITE INVESTMENT ADVISORS, INC. PRESIDENT direct 2009-03-01 2009-04-01
GRANITE INVESTMENT ADVISORS, INC. DIRECTOR direct 2009-03-01 2017-02-09
GRANITE INVESTMENT ADVISORS, INC. PRINCIPAL indirect 2009-04-01 2017-02-09
GRANITE INVESTMENT ADVISORS, LLC PRINCIPAL direct 2009-03-01 2017-03-31
WENTWORTH, DEBRA, ANN CCO, MEMBER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
GRANITE INVESTMENT ADVISORS, INC. PRINCIPAL, CCO & VP OPERATIONS direct 2011-09-01
GRANITE INVESTMENT ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 2011-09-01
GRANITE INVESTMENT ADVISORS, INC. VP OPERATIONS & CCO direct 2011-09-01
GRANITE INVESTMENT ADVISORS, LLC CCO, MEMBER direct 2011-09-01
GRANITE INVESTMENT ADVISORS, INC. CHIEF COMPLIANCE OFFICER/DIRECTOR OF OPS & IT direct 2011-09-01

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