Data / Investment advisers / California / Sharper & Granite LLC
Sharper & Granite LLC, El Segundo, CA: $366 million AUM, SEC registered investment adviser
Sharper & Granite LLC is an SEC registered investment adviser with its main office in El Segundo, California and reports $366 million in regulatory assets under management in its Form ADV filed March 9, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 136719
- SEC file number
- 801-96271
- SEC status
- Approved, effective May 15, 2015
- Main office
- 400 Continental Plaza Suite 600, El Segundo, CA 90245
- Phone
- (310) 426-2909
- Website
- sharpergranite.com
- Regulatory AUM
- $366,363,877 in the Form ADV filed March 9, 2026
- Discretionary AUM
- $366,363,877
- Accounts
- 474
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 9, 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 |
|---|---|---|
| High net worth individuals | 65 | $307.5 million |
| Pension and profit sharing plans | 6 | $20.7 million |
| Individuals (other than high net worth individuals) | 59 | $20 million |
| Corporations or other businesses | 3 | $9.8 million |
| Charitable organizations | 2 | $8.4 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 | $366.4 million | March 9, 2026 |
| December 1, 2025 | $318.3 million | May 29, 2025 |
Other advisers in El Segundo
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Huber Capital Management LLC | El Segundo | $729.2 million | Not listed | adviserinfo.sec.gov |
| Meaningful Partners LLC | El Segundo | $615.2 million | 7 | adviserinfo.sec.gov |
| Arx Management, LLC | El Segundo | $586.5 million | Not listed | adviserinfo.sec.gov |
| Solace Capital Partners, L.P. | El Segundo | $508.1 million | 1 | adviserinfo.sec.gov |
| Architect Equity | El Segundo | $383.9 million | 4 | adviserinfo.sec.gov |
| Century Park Capital Partners | El Segundo | $352.2 million | 10 | adviserinfo.sec.gov |
| Core Financial | El Segundo | $301.7 million | Not listed | adviserinfo.sec.gov |
| Palisades Investment Partners, LLC | El Segundo | $271 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in El Segundo, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Sharper & Granite LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.