Granada Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 133375
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Robert Bagarotti
President, CEOCRD 4881559
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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