Granite Hill Capital Management, LLC

RIASEC Registered
Total AUM
$16.4M
Discretionary
$16.4M
100% of AUM
Avg account
$1.3M
Accounts
13
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
137219
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI93.69%
  • Individuals6.31%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

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: Public Funds/Mutual Funds 64%, Exchange Traded Equities 25%, Cash & Cash Equivalents 11%, US Government Bonds 2%64%
  • Public Funds/Mutual Funds64%
  • Exchange Traded Equities25%
  • Cash & Cash Equivalents11%
  • US Government Bonds2%

Contacts

1 of 1
  • Stephen Tanner

    Stephen Tanner

    Founder and PrincipalCRD 5032785

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth