Overview
Assets Under Management: $109 million
Headquarters: CHARLESTON, SC
High-Net-Worth Clients: 28
Average Client Assets: $3.2 million
Frequently Asked Questions
BLUE GRANITE CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125607), BLUE GRANITE CAPITAL, LLC is subject to fiduciary duty under federal law.
BLUE GRANITE CAPITAL, LLC is headquartered in CHARLESTON, SC.
BLUE GRANITE CAPITAL, LLC serves 28 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, BLUE GRANITE CAPITAL, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and pension consulting services. View all service details ↓
BLUE GRANITE CAPITAL, LLC manages $109 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, BLUE GRANITE CAPITAL, LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.94%
Average Client Assets: $3.2 million
Total Client Accounts: 89
Discretionary Accounts: 89
Regulatory Filings
CRD Number: 125607
Filing ID: 2076215
Last Filing Date: 2026-03-18 13:47:54