Granite State Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 172745
- Website
- www.gscm.co
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI83.37%
- Individuals12.53%
- Corporations / Businesses4.1%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Granite State Capital Management, LLC is a small, privately owned advisory firm organized as an LLC. The firm provides portfolio management for individuals and small businesses and serves both individual/family and institutional clients. Its compensation includes a traditional percentage-of-AUM fee and arrangements that can include performance-based fees. Granite State reports it does not pursue an ESG investing agenda and is not structured as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities100%
Contacts
1 of 1
Eric Schleien
Portfolio ManagerCRD 6394652
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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