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GE

Geoffrey I. Edelstein

GRANITE INVESTMENT PARTNERS
El Segundo, CA 90245
Some features on this profile are disabled
CRD#: 4354105
GE

Professional summary

Geoffrey Ira Edelstein, CFA is a registered financial advisor currently at GRANITE INVESTMENT PARTNERS, LLC located in El Segundo, California.

Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Geoffrey has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Ira Edelstein's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Chartered Financial Analyst

Experience

Current

April 24, 2012 - Present

GRANITE INVESTMENT PARTNERS, LLC

Office #1: 2321 Rosecrans Avenue Suite 4200, El Segundo, CA 90245
RIA
CRD#: 150632
El Segundo, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GI
GRANITE INVESTMENT PARTNERS, LLC
GRANITE INVESTMENT PARTNERS, LLC | SILVERSTONE INVESTMENT ADVISORS, LLC

CRD#: 150632 / SEC#: 801-70383

RIA
Registered Investment Advisory firm - (7/23/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(4/24/2012)
IAR
Texas
(4/24/2012)

Exams

Current Firm

GI
GRANITE INVESTMENT PARTNERS, LLC
GRANITE INVESTMENT PARTNERS, LLC | SILVERSTONE INVESTMENT ADVISORS, LLC

CRD#: 150632 / SEC#: 801-70383

RIA
Registered Investment Advisory firm - (7/23/2009 Approved)
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Contact information

Main Address
2321 Rosecrans Avenue Suite 4200, El Segundo, CA 90245
Mailing Address
Phone number
(310) 933-4292
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (44 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GRANITE ADV PART 2A - 3.14.2025 FINAL (3/14/2025)

Regulatory assets under management

Total Number of Accounts1,491
AUM (Assets Under Management)$ 2,440,961,643

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GRANITE INVESTMENT PARTNERS, LLC

CRD#: 150632El Segundo, CA 90245

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