# Granite Group Advisors

Granite Group Advisors is a Multi Family Office based in Houston, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** 4 Tower Drive, Darien, CT 06820
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** granitegroupadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/granite-group-advisors

## About

Granite Group Advisors was founded in 2004 by Robert S. Schlegel after careers in institutional wealth management and investment banking. The firm operates from Darien, Connecticut and focuses on customized allocations for multiple client types. The firm deploys capital through fund-of-funds structures and external manager selection. It covers public equities and private markets. Confirmed holdings include positions in JPMorgan Chase, Microsoft and Apple. Allocations target North America. The firm reports no direct deal program. It maintains relationships with custodians Fidelity Institutional and Charles Schwab. Robert S. Schlegel serves as managing partner alongside Robert J. Schlegel. The firm holds membership in the Financial Planning Association. Granite Group Advisors separates its advisory activities from the Schlegel Family Foundation, which focuses on education, community and health grants in the United States.

## Sectors

- Private Equity
- Fund of Funds

## People

- Robert S. Schlegel — Managing Partner
- Robert J. Schlegel — Partner

## Questions

### Who runs investment decisions at Granite Group Advisors?

Robert S. Schlegel serves as managing partner and primary investment contact. Robert J. Schlegel acts as partner. Decisions emphasize external manager selection without proprietary products.

### Does Granite Group Advisors participate in fund commitments or only direct deals?

The firm allocates through fund-of-funds structures and external managers. It maintains no direct deal program.

### How is Granite Group Advisors related to the Schlegel Family Foundation?

The Schlegel Family Foundation operates as a separate philanthropic vehicle associated with firm leadership and focuses on education, community and health.

### What custodians does Granite Group Advisors use?

The firm uses Fidelity Institutional and Charles Schwab for custody services.

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Last updated: 2026-08-10T15:54:10.904Z

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