Overview
Assets Under Management: $215 million
Headquarters: OAKLAND, CA
High-Net-Worth Clients: 62
Average Client Assets: $4 million
Frequently Asked Questions
GRANITE CAPITAL MANAGEMENT, 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 #141743), GRANITE CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GRANITE CAPITAL MANAGEMENT, LLC is headquartered in OAKLAND, CA.
GRANITE CAPITAL MANAGEMENT, LLC serves 62 high-net-worth clients according to their SEC filing dated August 06, 2024. View client details ↓
According to their SEC Form ADV, GRANITE CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
GRANITE CAPITAL MANAGEMENT, LLC manages $215 million in client assets according to their SEC filing dated August 06, 2024.
According to their SEC Form ADV, GRANITE CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.87
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 236
Discretionary Accounts: 234
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 141743
Last Filing Date: 2024-08-06 00:00:00
Website: https://granitecapitalllc.com