Granahan Investment Management Llc
- Regulatory AUM
- $2.4B
- Discretionary
- $2.4B
- Clients
- 74
- Avg AUM / client
- $31.9M
- Accounts
- 74
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 43 | $84.3M | 3.57% |
| Investment companies | 3 | $533M | 22.6% |
| Pooled investment vehicles (non-investment companies) | 3 | $841M | 35.6% |
| Pension and profit sharing plans | 2 | $58.5M | 2.48% |
| Charitable organizations | 9 | $295M | 12.5% |
| State or municipal government entities | 3 | $315M | 13.3% |
| Corporations and other businesses | 11 | $235M | 9.96% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $3.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Gim Small Cap Discoveries Llc | Other Private Fund | Delaware | $3.0M | 5 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Citigroup Pension Plan Citigroup Inc. | 2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| White, Jane, Moran | President And Chief Executive Officer | Feb 1985 (42y) | Less than 5% | |
| Granahan, Brian, S. | Chief Compliance Officer | Aug 2004 (22y) | Less than 5% | |
| Rose, David, Michael | Managing Director | Jan 2015 (12y) | Less than 5% | |
| Beja, Andrew, Lloyd | Managing Director | Jan 2018 (9y) | Less than 5% | |
| Pawloski, Jennifer, M | Clerk | Apr 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gim Holdings, Inc | Managing Member | Nov 2021 | A | 75% or more |
| Kudu Investment Management Llc | Member | Nov 2021 | A | 10% – 25% |
| White Mountains Insurance Group, Ltd. | Shareholder | Oct 2020 | B | ≈ 3.16% – 25% via Wm Hinson (Bermuda) Ltd. |
| Wm Regent Ltd. | Member | Oct 2020 | B | ≈ 7.5% – 25% via Kudu Investment Management Llc |
| Wm International Holdings, Ltd. | Shareholder | Oct 2020 | B | ≈ 5.63% – 25% via Wm Regent Ltd. |
| Wm Hinson (Bermuda) Ltd. | Shareholder | Jan 2023 | B | ≈ 4.22% – 25% via Wm International Holdings, Ltd. |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- White Mountains Insurance Group, Ltd.: 75% – 100% of Wm Hinson (Bermuda) Ltd. × 75% – 100% of Wm International Holdings, Ltd. × 75% – 100% of Wm Regent Ltd. × 75% – 100% of Kudu Investment Management Llc × 10% – 25% direct ≈ 3.16% – 25% of the firm
- Wm Regent Ltd.: 75% – 100% of Kudu Investment Management Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Wm International Holdings, Ltd.: 75% – 100% of Wm Regent Ltd. × 75% – 100% of Kudu Investment Management Llc × 10% – 25% direct ≈ 5.63% – 25% of the firm
- Wm Hinson (Bermuda) Ltd.: 75% – 100% of Wm International Holdings, Ltd. × 75% – 100% of Wm Regent Ltd. × 75% – 100% of Kudu Investment Management Llc × 10% – 25% direct ≈ 4.22% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $3.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Gim Small Cap Discoveries Llc | Other Private Fund | $3.0M | $100K | 5 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Citigroup Pension Plan | Citigroup Inc. | 14,217 | $10.0B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Hsbc Bank Plc $578M (24% of AUM) Mar 2026
- Royal Bank Of Canada $525M (17% of AUM) Mar 2024
- J.P. Morgan $408M (17% of AUM) Mar 2026
- Caceis Bank Ireland Branch $238M (10% of AUM) Mar 2026
- Banque Pictet & Cie Sa $127M (3% of AUM) Mar 2022
- Northern Trust $113M (2% of AUM) Mar 2022
- BNY Mellon $89.9M (2% of AUM) Mar 2022
- State Street $56.2M (1% of AUM) Mar 2022
- U.S. Bank $9.2M (0% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗