SourcingSourcing

GRANAHAN INVESTMENT MANAGEMENT LLC

C37
CRD 107745·SEC 801-23705·WALTHAM, MA
AUM
$2.36B
$1B+
Est. Revenue
$23.6M
@ 1% on AUM
Est. EBITDA
$7.1M
@ 30% margin
Est. Deal Value
$56.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GRANAHAN INVESTMENT MANAGEMENT LLC
CRD
107745
SEC file #
801-23705
EIN
132700161
DBA names
—

Economics

AUM
$2.36B
AUM band
$1B+
AUM trajectory
'20'26
$1.90B → $2.36B▲ +24%
Client mix
Individuals High Net Worth43
Corporations11
Charitable Organizations9
Investment Companies3
Pooled Investment Vehicles3

Operations

Employees (total)
20
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
7 advisors → 8 advisors▲ +14%
Primary office
WALTHAM MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
granahan.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GIM HOLDINGS, INC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
GIM HOLDINGS, INC
KUDU INVESTMENT MANAGEMENT LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GRANAHAN.COM
Rdap Domain Creation Date
1997-03-13T05:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
72
Form 5500 Total Participants
1967
Form 5500 Total Compensation
9,257,730
Form 5500 Compensation Trajectory 3y
20257,742,724
20261,515,006
20240
Form 5500 Plan Count Trajectory 3y
202556
202613
20243
Schedule C Total Compensation
9,257,730
Schedule C Service Provider Rows
72

SEC EDGAR

Edgar Cik
0001040188
Edgar Registered
Yes
Edgar Filing Count
602
Edgar First Filing Date
2008-11-13
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
61
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001040188-26-000028

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Jpmorgan2
Edgar Addresses
Mailing
15935 LA CANTERA PARKWAYSAN ANTONIO, TX 78256
Business
15935 LA CANTERA PARKWAYSAN ANTONIO, TX 78256
Edgar EIN
132700161
Edgar Recent Filings
13F-HR2026-05-15 · 0001040188-26-000028
SCHEDULE 13G/A2026-05-12 · 0001040188-26-000026
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-03-14T04:00:00Z
Rdap Domain Last Changed
2026-01-13T07:30:21Z
Rdap Nameservers
Ns21.worldnic.comNs22.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (5)

5
BEJA, ANDREW, LLOYD
Executive Officer · 2.5%
1353530
GRANAHAN, BRIAN, S.
Executive Officer · 2.5%
4937843
PAWLOSKI, JENNIFER, M
Executive Officer · 2.5%
4778493
ROSE, DAVID, MICHAEL
Executive Officer · 2.5%
3107075
WHITE, JANE, MORAN
Executive Officer · 2.5%
4338047