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TRIGRAN INVESTMENTS, INC.
CRD 155200 · SEC 801-72437
630 DUNDEE ROAD, SUITE 230, NORTHBROOK, IL, 60062, United States
Phone
847-656-1640
Fax
847-656-0060
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$533.2M
Discretionary AUM
$533.2M
Team
9 total employees; 7 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $472.5M |
States served
CO, IL
All web addresses on file
Official SEC filing: View on IAPD