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| Granite Islands Private Wealth LLC
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|---|---|
| CRD # | 336263 |
| SEC # | 801-134124 |
| CIK # | 0002111372 |
| AUM | $229.9 M (2026-06-16) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 203-889-3890 |
| Address | 157 Goose Lane Guilford, CT 06437 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002111372 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.7 | ||
| Apple Inc | 8.4 | ||
| Alphabet Inc | 6.5 | ||
| Amazon Com Inc | 4.5 | ||
| Microsoft Corp | 3.9 | ||
| Netflix Inc | 3.7 | ||
| Broadcom Inc | 3.0 | ||
| Wal Mart Stores Inc | 2.6 | ||
| Palo Alto Networks Inc | 2.5 | ||
| International Business Machines Corp | 2.2 | ||
| J P Morgan Chase & Co | 2.0 | ||
| Intuitive Surgical Inc | 1.9 | ||
| Johnson & Johnson | 1.9 | ||
| AbbVie Inc | 1.9 | ||
| Facebook Inc | 1.8 | ||
| Advanced Micro Devices Inc | 1.7 | ||
| Lilly Eli & Co | 1.5 | ||
| Deere & Co | 1.5 | ||
| Procter & Gamble Co | 1.5 | ||
| Oracle Corp | 1.4 | ||
| Southern Co | 1.4 | ||
| Omnicom Group Inc | 1.4 | ||
| ServiceNow Inc | 1.4 | ||
| Home Depot Inc | 1.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 13.1 |
| (b) Individuals (high net worth individuals) | 379 | 203.0 |
| (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 | 9 | 13.6 |
| (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 | 5 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 491 | 229.9 |
| By Discretionary | ||
| Discretionary | 491 | 229.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 491 | 229.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.3 | |
| United States Persons | 226.5 | |
| Total | 491 | 229.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111372] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Seventwo LLC
✚
|
CO | 0.2 |
|
Austerra Wealth Management LLC
✚
|
TX | 0.2 |
|
Aljen Asset Management LLC
✚
|
NJ | 0.2 |
|
Scratch Capital LLC
✚
|
ID | 0.2 |
|
MOS Capital Inc
✚
|
0.2 | |
|
Lionshead Wealth Management LLC
✚
|
NY | 0.2 |
|
WLTH Capital Management LLC
✚
|
AZ | 0.2 |
|
Otter Creek Advisors LLC
✚
|
0.2 | |
|
Sterling Investment Advisors LLC
✚
|
MO | 0.2 |
|
Powell Financial Inc
✚
|
NC | 0.2 |