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Data / Investment advisers / Texas / Granite Harbor Advisors, Inc.

Granite Harbor Advisors, Inc., Houston, TX: $642 million AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Granite Harbor Advisors, Inc. is an SEC registered investment adviser with its main office in Houston, Texas and reports $642 million in regulatory assets under management in its Form ADV filed August 10, 2026. Its clients include high net worth individuals, individuals and pooled investment vehicles. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 3 private funds.

The request: Watch Granite Harbor Advisors, Inc. (CRD number 179523): 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
179523
SEC file number
801-110558
SEC status
Approved, effective May 30, 2017
Main office
10603 West Sam Houston Parkway North Suite 450, Houston, TX 77064
Phone
(832) 461-0789
Regulatory AUM
$642,136,188 in the Form ADV filed August 10, 2026
Discretionary AUM
$635,838,352
Non discretionary AUM
$6,297,836
Accounts
1,068
Employees
12, of which 6 give investment advice
Form of organization
Corporation
Paid through
a percentage of assets under management, hourly charges, fixed fees, performance based fees
Private funds
3: 3 private equity funds
Gross assets of private funds
$26,291,493
Other offices
1
Form ADV Item 11 disclosures
Reported: self-regulatory organization actions
Latest Form ADV filing
August 10, 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 typeClientsAUM
High net worth individuals154$486.7 million
Individuals (other than high net worth individuals)262$99.8 million
Pooled investment vehicles3$20.2 million
Insurance companiesFewer than 5$16.2 million
Corporations or other businesses7$11.1 million
Pension and profit sharing plans5$6.3 million
Charitable organizationsFewer than 5$1.8 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 ofAUMForm ADV filed
April 1, 2026$642.1 millionMarch 30, 2026
December 1, 2025$561.4 millionAugust 19, 2025

Other advisers in Houston

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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.