Data / Investment advisers / Illinois / Trigran Investments, Inc.
Trigran Investments, Inc., Northbrook, IL: $533 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Trigran Investments, Inc. is an SEC registered investment adviser with its main office in Northbrook, Illinois and reports $533 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include pooled investment vehicles, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and performance based fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 155200
- SEC file number
- 801-72437
- SEC status
- Approved, effective June 22, 2011
- Main office
- 630 Dundee Road Suite 230, Northbrook, IL 60062
- Phone
- (847) 656-1640
- Regulatory AUM
- $533,193,505 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $533,193,505
- Accounts
- 14
- Employees
- 9, of which 7 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 2: 2 hedge funds
- Gross assets of private funds
- $472,456,980
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 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 | 2 | $472.5 million |
| High net worth individuals | Fewer than 5 | $16.5 million |
| Pension and profit sharing plans | Fewer than 5 | $759,623 |
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 | $533.2 million | March 27, 2026 |
| December 1, 2025 | $954.7 million | March 27, 2025 |
Other advisers in Northbrook
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| SBB Research Group LLC | Northbrook | $3.26 billion | 7 | adviserinfo.sec.gov |
| Arthur M. Cohen & Associates LLC | Northbrook | $1.11 billion | Not listed | adviserinfo.sec.gov |
| Trifecta Capital Advisors, LLC | Northbrook | $927.4 million | Not listed | adviserinfo.sec.gov |
| Iron Financial LLC | Northbrook | $489.2 million | 3 | adviserinfo.sec.gov |
| Oak Wealth Advisors LLC | Northbrook | $373.7 million | Not listed | adviserinfo.sec.gov |
| Mendel Money Management Inc | Northbrook | $317.1 million | Not listed | adviserinfo.sec.gov |
| Hilco Investment Advisors, LLC | Northbrook | $313.1 million | Not listed | adviserinfo.sec.gov |
| Main Street Investment Advisors, LLC | Northbrook | $250.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Northbrook, IL
- Investment advisers in Illinois
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Trigran Investments, Inc. 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.