|
⚲
|
| Granite Capital Management LLC
✚
|
|
|---|---|
| CRD # | 141743 |
| SEC # | 801-130793 |
| CIK # | |
| AUM | $238.1 M (2025-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 510-336-9120 |
| Address | 5707 Redwood Rd, Suite 3 Oakland, CA 94619 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 3.5 |
| (b) Individuals (high net worth individuals) | 62 | 228.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 2.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 257 | 238.1 |
| By Discretionary | ||
| Discretionary | 255 | 235.9 |
| Non-Discretionary | 2 | 2.2 |
| Total | 257 | 238.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.1 | |
| Total | 257 | 238.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Forte Asset Management LLC
✚
|
0.2 | |
|
Vienna Asset Management LLC
✚
|
CA | 0.2 |
|
Pring/Turner Capital Group Inc
✚
|
CA | 0.2 |
|
Lee Johnson Capital Management LLC
✚
|
TX | 0.2 |
|
Nabity-Jensen Investment Management Inc
✚
|
NE | 0.2 |
|
Washburn Capital Management Inc
✚
|
FL | 0.2 |
|
R Stewart Eads Investment Counsel Inc
✚
|
GA | 0.2 |
|
Timberchase Financial LLC
✚
|
AL | 0.2 |
|
Pathworks Financial Inc
✚
|
MI | 0.2 |
|
Riverplace Capital Management Inc
✚
|
FL | 0.2 |