Granite Hill Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 137219
- Website
- granitehillcapital.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.69%
- Individuals6.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Granite Hill Capital Management, LLC is a small, independent RIA organized as a limited liability company and owned by an individual. The firm focuses on serving high‑net‑worth individuals and families and offers financial planning and discretionary portfolio management for individuals and small businesses. Its fee structures include a percentage-of-AUM model alongside hourly and fixed-fee arrangements, indicating flexibility to deliver both ongoing portfolio management and project-based planning work. Investment activity is concentrated in publicly traded pooled vehicles, with a clear preference for mutual funds and similar public funds as the primary implementation vehicle. The firm is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor. Given the small client base and the firm’s reliance on third‑party mutual funds, Granite Hill appears to deliver customized, high-touch advice and portfolio oversight rather than running large in‑house wrap strategies.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities25%
- Cash & Cash Equivalents11%
- US Government Bonds2%
Contacts
1 of 1
Stephen Tanner
Founder and PrincipalCRD 5032785
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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