BLUE GRANITE CAPITAL, LLC

Overview

Blue Granite Capital, LLC is an SEC-registered investment adviser organized as an LLC that runs a discretionary, fee‑based wealth management practice. The firm concentrates on portfolio management for individuals, small businesses and pooled investment vehicles, and provides pension consulting services. Its stated implementation approach favors listed, liquid instruments—exchange‑traded equities and ETFs make up the largest sleeve of client portfolios—rather than active allocations to third‑party alternative managers. Compensation is charged as a percentage of assets under management. The client roster blends high‑net‑worth individuals and families with institutional relationships, and the firm operates with an individual ownership structure. Blue Granite appears to deploy separate account strategies (SMAs) as its primary vehicle for discretionary mandates, using listed equities and mutual funds for core exposure. The adviser is not identified as an active ESG investor and is not positioned as a capital allocator to external private‑fund managers, so managers and vehicles outside of publicly traded securities play a limited reported role in the firm’s model.

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