Trigran Investments, Inc.
- Regulatory AUM
- $533M
- Discretionary
- $533M
- Clients
- 2
- Avg AUM / client
- $267M
- Accounts
- 14
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Investments (13F portfolio — 17 positions, $418,174,294)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Materion Corp | COM | $48,310,930 | 333,985 | 11.6% | 9.06% |
| 2 | Synaptics Inc | COM | $45,925,998 | 655,711 | 11.0% | 8.61% |
| 3 | Extreme Networks | COM | $42,938,540 | 2,847,370 | 10.3% | 8.05% |
| 4 | Enpro Inc | COM | $42,621,278 | 170,043 | 10.2% | 7.99% |
| 5 | Gentherm Inc | COM | $37,457,691 | 1,348,369 | 8.96% | 7.03% |
| 6 | Sonos Inc | COM | $33,354,784 | 2,489,163 | 7.98% | 6.26% |
| 7 | Harmonic Inc | COM | $28,887,178 | 3,216,835 | 6.91% | 5.42% |
| 8 | Hayward Hldgs Inc | COM | $28,581,058 | 2,136,103 | 6.83% | 5.36% |
| 9 | Mimedx Group Inc | COM | $28,341,680 | 7,175,109 | 6.78% | 5.32% |
| 10 | Red Violet Inc | COM | $20,972,997 | 606,156 | 5.02% | 3.93% |
| 11 | Barrett Business Svcs Inc | COM | $20,962,620 | 718,390 | 5.01% | 3.93% |
| 12 | Ooma Inc | COM | $13,433,491 | 923,264 | 3.21% | 2.52% |
| 13 | Techtarget Inc | COM NEW | $13,429,487 | 3,461,208 | 3.21% | 2.52% |
| 14 | Core & Main Inc | CL A | $7,872,779 | 159,368 | 1.88% | 1.48% |
| 15 | Amplitude Inc | COM CL A | $2,595,188 | 380,526 | 0.62% | 0.49% |
| 16 | Avanos Med Inc | COM | $1,338,515 | 95,540 | 0.32% | 0.25% |
| 17 | Berkshire Hathaway Inc Del | CL B NEW | $1,150,080 | 2,400 | 0.28% | 0.22% |
Top 25 of 17 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $16.5M | 3.09% |
| Pooled investment vehicles (non-investment companies) | 2 | $472M | 88.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $760K | 0.14% |
| Other | Fewer than 5 clients | $43.5M | 8.16% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $644M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Trigran Investments, L.P. Ii | Hedge Fund | Illinois | $346M | 150 |
| Trigran Investments, L.P. | Hedge Fund | Illinois | $298M | 100 |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Yale University Retiree Health Benefits Coverage Tr EIN 066414276 | New Haven, CT | 06/30/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Yale University Retirement Plan For Staff Employees Yale University | 2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Granat, Douglas, Todd | Director/President | Jun 1992 (34y) | 50% – 75% | |
| Oberman, Lawrence, Allen | Director/Executive Vice President | Jun 1993 (33y) | 25% – 50% | |
| Simon, Steven, Gasul | Director/Vice President | Jan 2003 (24y) | 10% – 25% | |
| Simon, Bradley, Fredrick | Chief Compliance Officer | Sep 2007 (19y) | Less than 5% | |
| Monieson, Steven, Ross | Vice President | Dec 2011 (15y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Douglas Granat Revocable Trust U/T/A Dated July 20, 1999 | Shareholder | Nov 2003 | A | 50% – 75% |
| Lawrence Oberman Revocable Trust U/T/A Dated August 8, 2000 | Shareholder | Nov 2003 | A | 25% – 50% |
| Steve Simon Revocable Trust U/A/D October 15, 2007 | Shareholder | Jan 2008 | A | 10% – 25% |
| The Steven Gift Trust | Shareholder | Jan 2017 | A | Less than 5% |
| Bradley F. Simon Revocable Trust | Shareholder | Mar 2022 | A | Less than 5% |
| Monieson, Steven, Ross | Trustee | Nov 1988 | B | GP / trustee / elected manager of The Steven Gift Trust (indirect) |
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 (2, $644M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Trigran Investments, L.P. Ii | Hedge Fund | $346M | $500K | 150 |
| Trigran Investments, L.P. | Hedge Fund | $298M | $500K | 100 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Yale University Retirement Plan For Staff Employees | Yale University | 7,550 | $2.3B | 07/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Yale University Retiree Health Benefits Coverage Tr | Public charity | $1.1B | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.4 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 pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $50.7M (4% of AUM) Apr 2024
- Comerica Bank Trust National Association $35.9M (7% of AUM) Mar 2026
- Bmo Bank, N.A. $9.9M (2% of AUM) Mar 2026
- Northern Trust $8.4M (2% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗