SourcingSourcing

GRANITE EQUITY PARTNERS LLC

C20
CRD 158378·SEC 801-73392·ST. CLOUD, MN
AUM
$1.89B
$1B+
Est. Revenue
$18.9M
@ 1% on AUM
Est. EBITDA
$5.7M
@ 30% margin
Est. Deal Value
$45.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GRANITE EQUITY PARTNERS LLC
CRD
158378
SEC file #
801-73392
EIN
455100062
DBA names
Granite Partners

Economics

AUM
$1.89B
AUM band
$1B+
AUM trajectory
'20'26
$461.0M → $1.89B▲ +309%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
34
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
8 advisors → 9 advisors▲ +13%
Primary office
ST. CLOUD MN
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/granitepartners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BAUERLY-KOPEL, MICHELLE, ELAINE
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
BAUERLY-KOPEL, MICHELLE, ELAINE
BAUERLY, RICHARD, LEO
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:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
3,587
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001548779
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2012-05-01
Edgar Last Filing Date
2020-11-12
Edgar Form D Count
3
Edgar Form D Offerings
2020-11-122020-11-12 · 0001548779-20-000003
2013-12-172013-12-17 · 0001548779-13-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Jpmorgan4
E*trade4
Edgar Addresses
Mailing
122 12TH AVE N SUITE 201ST CLOUD, MN 56303
Business
122 12TH AVE N SUITE 201ST CLOUD, MN 56303
Edgar EIN
455100062
Edgar Recent Filings
D2020-11-12 · 0001548779-20-000003
D2013-12-17 · 0001548779-13-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6102012
Trust Company Affiliate
No

People (4)

4
BAUERLY-KOPEL, MICHELLE, ELAINE
Direct Owner · 37.5%
6102012
BAUERLY, RICHARD, LEO
Direct Owner · 37.5%
6015976
SCHUMACHER, GREGORY, ALLEN
Direct Owner · 37.5%
6102094
Willis, Carrie, Meg
Executive Officer · 2.5%
7358101