Granite Fo provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Granite Fo reports 70 clients. They include 62 high-net-worth individuals and 8 charitable organizations. Of its assets, 100.0% ($866M across 70 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 89% | 95% |
| Charitable organizations | 11% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 62 | $822M | 95.0% | $13.3M |
| Charitable organizations | 8 | $43.3M | 5.0% | $5.41M |
| Total | 70 | $866M | 100% | $12.4M |
- Clients
- 62
- Regulatory AUM
- $822M
- AUM share
- 95.0%
- Avg. per client
- $13.3M
- Clients
- 8
- Regulatory AUM
- $43.3M
- AUM share
- 5.0%
- Avg. per client
- $5.41M
Total
- Clients
- 70
- Regulatory AUM
- $866M
- AUM share
- 100%
- Avg. per client
- $12.4M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Granite Fo charges up to 1.00% a year for its Investment Management Services. The fee is billed in arrears. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting fees are set in the investment advisory agreement, which may include fixed fees, asset-based fees or a minimum quarterly fee.
Greg Reidy owns 75% or more of Granite Fo. The leadership team of Granite Fo includes Chief Compliance Officer Greg Reidy. It has 5 employees.
Leadership
- Greg ReidyFounder/Managing Director and Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 broker-dealer rep
- Owns 75% or more of Granite Fo, LLC
Greg Reidy
Control person · since March 2022
Granite Fo’s regulatory assets fell from $1.33B (March 2023) to $866M (August 2026); clients rose from 40 to 70 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $866M | 70 | 5 | 1 |
| March 2025 | $884M | 78 | 5 | 2 |
| February 2024 | $1.81B | 58 | 5 | 1 |
| March 2023 | $1.33B | 40 | 5 | 1 |
Besides its headquarters, Granite Fo has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Granite Fo, LLC
- Headquarters
- Not reported
- Website
- hampshirefamilyoffice.com
- Phone
- 212-365-7624
- SEC file
- 801-126787
- Structure
- New Hampshire LLC
- Fiscal year end
- December
Granite Fo uses Pershing ($866M) as custodian for its separately managed accounts. Granite Fo does not have custody of client assets.
- PershingPershing LLC · Jersey City, NJ · $866M100%
At year end, Granite Fo’s separately managed accounts were mostly in stocks (57%) and funds (31%). Its reported 13F holdings for the quarter ended 30 June 2026 total $189M across 171 positions; the largest are State Str SPDR S&P 500 ETF T (17.8%), Vanguard Specialized Funds (15.2%) and Micron Technology Inc. (13.3%).
What the accounts hold
- Stocks57%
- Funds31%
- Bonds7%
- Cash4%
- Other1%
- Alternative investments1%
Reported 13F holdings
- $189M
- Reported 13F value
- 171
- Positions
- 81.0%
- In the 10 largest
- +11.9%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit17.8%
- Vanguard Specialized Funds · Div App ETF15.2%
- Micron Technology Inc.13.3%
- Berkshire Hathaway Inc. Del · CL A12.7%
- State Str SPDR S&P Midcap 40 · Utser1 S&pdcrp5.5%
- Berkshire Hathaway Inc. Del · CL B New5.4%
- Vanguard Whitehall Fds · High Div Yld4.6%
- iShares TR · Core S&P Scp ETF2.6%
- Golub Cap Bdc Inc.2.6%
- Apple Inc.1.4%
Together, the ten largest are 81.0% of reported value.
How many clients does Granite Fo have?
Granite Fo has 70 clients and manages $866 million for them, as of August 2026. They include 62 high-net-worth individuals and 8 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 August 2026
What services does Granite Fo offer?
Granite Fo provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Granite Fo charge?
Granite Fo charges up to 1.00% a year for its Investment Management Services. The fee is billed in arrears.
Source: HAMPSHIRE FAMILY OFFICE BROCHURE, filed 31 March 2026
Which custodians does Granite Fo use?
Granite Fo’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $866M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 August 2026
How many financial advisors does Granite Fo have?
Granite Fo has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Granite Fo invest in?
At the end of its last fiscal year, Granite Fo’s separately managed accounts held 57% exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs), 7% state and local bonds, 4% cash and equivalents and 1% other. The 1% other category is described as: Alternative Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Granite Fo?
Granite Fo’s direct owner is Greg Reidy (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 August 2026
How does Granite Fo get paid?
Granite Fo is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Granite Fo?
Its phone number is 212-365-7624. Its website is hampshirefamilyoffice.com.