Trigran Investments, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Northbrook, IL. Its latest Form ADV filing, dated March 27, 2026, reports $533M in regulatory assets under management, 9 employees, 2 offices, and 14 accounts.
Assets Under Management
$533M
Employees
9
Offices
2 offices
Total Clients
<5
Primary office
NORTHBROOK, IL
630 DUNDEE ROAD, SUITE 230, NORTHBROOK, IL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
2
Categories with <5 clients
ENDOWMENTS<5 clients
High net worth individuals (HNWI)<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$533Mas of March 27, 2026
Discretionary100.0%
$533M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$533M
Total Accounts14
10Y AUM Change$-33M (-5.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee0:1
10Y Employee Change+1 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.