SourcingSourcing

GRANITE GROUP ADVISORS, LLC

B53
CRD 127357·SEC 801-62197·STAMFORD, CT
AUM
$829.6M
$500M-$1B
Est. Revenue
$8.3M
@ 1% on AUM
Est. EBITDA
$2.5M
@ 30% margin
Est. Deal Value
$19.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GRANITE GROUP ADVISORS, LLC
CRD
127357
SEC file #
801-62197
EIN
900116073
DBA names
—

Economics

AUM
$829.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$485.3M → $829.6M▲ +71%
Client mix
Individuals High Net Worth122
Other37
Charitable Organizations5
Investment Companies2
Pension Profit Sharing Plans2

Operations

Employees (total)
8
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HIMEBAUGH, LYLE, BLYSTONE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HIMEBAUGH, LYLE, BLYSTONE
ZIPKIS, RICHARD, CRAIG
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GRANITEGROUPADVISORS.COM
Rdap Domain Creation Date
2005-12-15T21:55:19Z
Rdap Firm Age Years
21
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
5
Form 5500 Total Compensation
270,499
Form 5500 Compensation Trajectory 3y
2025270,499
Form 5500 Plan Count Trajectory 3y
20255
Schedule C Total Compensation
270,499
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Cik
0002018114
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-04-03
Edgar Last Filing Date
2026-04-14
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-14
Accession0001214659-26-004620

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
1 LANDMARK SQUARE, SUITE 426STAMFORD, CT 06901
Business
1 LANDMARK SQUARE, SUITE 426STAMFORD, CT 06901
Edgar EIN
900116073
Edgar Recent Filings
13F-HR2026-04-14 · 0001214659-26-004620
13F-HR2026-01-13 · 0001214659-26-000422
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-12-15T21:55:19Z
Rdap Domain Last Changed
2025-10-16T06:21:44Z
Rdap Nameservers
Ns97.worldnic.comNs98.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1587715
Trust Company Affiliate
No

People (3)

3
HIMEBAUGH, LYLE, BLYSTONE
IAR · Direct Owner · 62.5%
1587715
ZIPKIS, RICHARD, CRAIG
Direct Owner · 62.5%
4656567
Eamon Hugh Moran
IAR
4127342