Granada Capital Management, LLC

RIASEC Registered
Total AUM
$1M
Discretionary
$1M
100% of AUM
Avg account
$333K
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
133375
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Granada Capital Management, LLC is a small, owner-led registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and concentrates its investment activity in publicly traded equities, with a stated preference for exchange-traded instruments. In addition to equity allocations, the firm directs manager relationships toward third-party alternative teams for specific strategies in real estate, commodities and oil & gas. Service-wise, the firm targets individual and family clients and delivers discretionary portfolio management. It does not position itself as an ESG investor, is not a multi-state adviser and does not serve as a pension consultant. Given the limited client base and concentrated asset pool, the firm appears to operate as a boutique adviser offering customized, account-level management rather than packaged institutional solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Robert Bagarotti

    Robert Bagarotti

    President, CEOCRD 4881559

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth