Trigran Investments, Inc.
● SEC registered since 2011CRD 155200SEC# 801-72437Northbrook, IL
Ranks #3,807 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$533.2M
Fund GAV
$472.5M
Private funds
2
Employees
9
Accounts
14
Location
Northbrook, IL
Trigran Investments, Inc. assets under management
Trigran Investments, Inc. is an SEC-registered investment adviser based in Northbrook, IL. The firm has been registered since 2011. It reports $533.2 million in regulatory assets under management and employs 9 people. Trigran Investments, Inc. manages 2 private funds with combined gross assets of $472.5 million, including Trigran Investments, L.P. II. By regulatory assets, it ranks 3,807 of 6,030 private fund managers.
Trigran Investments, Inc. private funds
2 funds · $472.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Trigran Investments, L.P. II | Hedge | $257.8M | $500K |
| Trigran Investments, L.P. | Hedge | $214.6M | $500K |
Trigran Investments, Inc. owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley F. Simon Revocable Trust Control | Shareholder | Under 5% | 2022 |
| Bradley Fredrick Simon Control | Chief Compliance Officer | Under 5% | 2007 |
| Douglas Granat Revocable Trust U/T/A Dated July 20, 1999 Control | Shareholder | 50-75% | 2003 |
| Douglas Todd Granat Control | Director/President | 50-75% | 1992 |
| Lawrence Allen Oberman Control | Director/Executive Vice President | 25-50% | 1993 |
| Lawrence Oberman Revocable Trust U/T/A Dated August 8, 2000 Control | Shareholder | 25-50% | 2003 |
| Steve Simon Revocable Trust U/A/D October 15, 2007 Control | Shareholder | 10-25% | 2008 |
| Steven Gasul Simon Control | Director/Vice President | 10-25% | 2003 |
| Steven Ross Monieson Control | Vice President | Under 5% | 2011 |
| The Steven Gift Trust Control | Shareholder | Under 5% | 2017 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Trigran Investments, Inc. manage?
Trigran Investments, Inc. reports $533.2 million in regulatory assets under management on its Form ADV.
How many private funds does Trigran Investments, Inc. manage?
Trigran Investments, Inc. manages 2 private funds with combined gross assets of $472.5 million.
How many employees does Trigran Investments, Inc. have?
Trigran Investments, Inc. reports 9 employees.
Where is Trigran Investments, Inc. located?
Trigran Investments, Inc. is based in Northbrook, IL and has been SEC-registered since 2011.
Does Trigran Investments, Inc. disclose fund performance?
Trigran Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 630 Dundee Road, Suite 230, Northbrook, IL 60062 |
| Phone | 847-656-1640 |
| Fax | 847-656-0060 |
| Office hours | 8:00 a.m. - 5:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1336800 |
| Discloses disciplinary history | No |
Regulatory AUM
$533.2M▼ 44%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,306 advisers
AUM vs fund managersTop 63%
Larger than 37% of 6,030 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 43%
More than 57% of 16,824 advisers
Assets under management
$533.2Mregulatory AUM
Discretionary $533.2M