Data / Investment advisers / Massachusetts / Granahan Investment Management LLC
Granahan Investment Management LLC, Waltham, MA: $2.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Granahan Investment Management LLC is an SEC registered investment adviser with its main office in Waltham, Massachusetts and reports $2.4 billion in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include pooled investment vehicles, investment companies and state and municipal governments. It is paid through a percentage of assets under management and performance based fees.
The request: Watch Granahan Investment Management LLC (CRD number 107745): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 107745
- SEC file number
- 801-23705
- SEC status
- Approved, effective March 18, 1985
- Main office
- 404 Wyman Street, Suite 460, Waltham, MA 02451
- Phone
- (781) 890-4412
- Website
- granahan.com
- Regulatory AUM
- $2,362,974,589 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $2,362,974,589
- Accounts
- 74
- Employees
- 20, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $841.4 million |
| Investment companies | 3 | $533.4 million |
| State or municipal government entities | 3 | $315.3 million |
| Charitable organizations | 9 | $294.7 million |
| Corporations or other businesses | 11 | $235.4 million |
| High net worth individuals | 43 | $84.3 million |
| Pension and profit sharing plans | 2 | $58.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.36 billion | March 26, 2026 |
| December 1, 2025 | $2.45 billion | March 20, 2025 |
Other advisers in Waltham
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Integrated Wealth Concepts LLC | Waltham | $23.58 billion | Not listed | adviserinfo.sec.gov |
| Ballentine Partners | Waltham | $15.32 billion | 11 | adviserinfo.sec.gov |
| Webster Equity Partners, L.P. | Waltham | $10.31 billion | 27 | adviserinfo.sec.gov |
| Polen Capital Credit, LLC | Waltham | $6.13 billion | 3 | adviserinfo.sec.gov |
| Windrose Advisors LLC | Waltham | $2.67 billion | 66 | adviserinfo.sec.gov |
| Foster Dykema Cabot & Partners, LLC | Waltham | $2.22 billion | 8 | adviserinfo.sec.gov |
| Montis Financial, LLC | Waltham | $1.26 billion | Not listed | adviserinfo.sec.gov |
| Old Ironsides Energy, LLC | Waltham | $1.21 billion | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Waltham, MA
- Investment advisers in Massachusetts
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving investment companies
- Granahan Investment Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.