SourcingSourcing

TRIGRAN INVESTMENTS, INC.

C45
CRD 155200·SEC 801-72437·NORTHBROOK, IL
AUM
$533.2M
$500M-$1B
Est. Revenue
$5.3M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRIGRAN INVESTMENTS, INC.
CRD
155200
SEC file #
801-72437
EIN
363778244
DBA names
—

Economics

AUM
$533.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$674.9M → $533.2M▼ -21%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
9
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
6 advisors → 7 advisors▲ +17%
Primary office
NORTHBROOK IL
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
trigraninc.com (landing page only)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DOUGLAS GRANAT REVOCABLE TRUST
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
DOUGLAS GRANAT REVOCABLE TRUST
GRANAT, DOUGLAS, TODD
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
social_url_excluded:unparseable

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
297,797
Form 5500 Compensation Trajectory 3y
2026297,797
Form 5500 Plan Count Trajectory 3y
20262
Schedule C Total Compensation
297,797
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0000905558
Edgar Registered
Yes
Edgar Filing Count
82
Edgar First Filing Date
1997-01-28
Edgar Last Filing Date
2026-02-03
Edgar Form D Count
19
Edgar Form D Offerings
2026-02-032026-02-03 · 0000905558-26-000001
2025-02-042025-02-04 · 0000905558-25-000001
Edgar Former Names
TRIGRAN INVESTMENTS L P ET AL

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
Wells Fargo10
E*trade4
Northern Trust2
Edgar Addresses
Mailing
630 DUNDEE ROADSUITE 230NORTHBROOK, IL 60062
Business
630 DUNDEE ROADSUITE 230NORTHBROOK, IL 60062
Edgar EIN
363778244
Edgar Recent Filings
D/A2026-02-03 · 0000905558-26-000001
D/A2025-02-04 · 0000905558-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
GRANAT, DOUGLAS, TODD
Direct Owner · 62.5%
5874406
OBERMAN, LAWRENCE, ALLEN
Direct Owner · 37.5%
5874407
SIMON, STEVEN, GASUL
Direct Owner · 17.5%
5874409
MONIESON, STEVEN, ROSS
Executive Officer · 2.5%
3090241
SIMON, BRADLEY, FREDRICK
Executive Officer · 2.5%
5874390