GRANITE CAPITAL

Overview

Granite Capital is an independent registered investment adviser that manages portfolios for high‑net‑worth individuals, families and a small set of institutional clients. The firm is fee‑based, charging a percentage of assets under management, and provides financial planning alongside discretionary portfolio management for individuals and small businesses. Since registering with the SEC in 2024, Granite Capital has positioned itself as a boutique advisory shop that uses third‑party managers rather than operating as a capital allocator. Investment activity centers on traditional public fund exposures as the core of client portfolios, supplemented by targeted allocations to private alternatives. The firm does not identify as an active ESG investor and its practice appears oriented toward conventional multi‑asset solutions implemented primarily on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices