GRANITE STATE CAPITAL MANAGEMENT, LP

RIASEC RegisteredEst. 2016
Total AUM
$1.3B
Discretionary
$1.3B
98% of AUM
Avg account
$133M
Accounts
10
Employees
7
Advisory reps
3

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
284888
Registered since
August 16, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Granite State Capital Management, LP is a private investment manager that runs pooled vehicles focused on securitized assets and private equity. The firm acts as sponsor and general partner on its funds and centers its advisory work on portfolio management for those pooled investment vehicles rather than on individual retail accounts. Its client base is institutional, and its fee model combines a percentage-of-assets charge with performance‑based fees, consistent with a closed-end/private fund operating model. Investment activity is concentrated into a small number of funds and a small set of institutional clients, which suggests a high-touch, concentrated manager-client relationship. The firm is not positioned as an ESG-focused investor and is not registered as a multi-state adviser; instead it operates as a domestically organized limited partnership that has been SEC‑registered since 2016. Given its role as sponsor/GP and its classification as both a securitized-asset and private equity fund manager, Granite State Capital Management, LP appears to build and manage structured, pooled strategies where it can control portfolio construction and fee economics.

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

Owners & executives

1 of 1
  • WILLIAM MERRIMAN

    Chief Financial Officer & Chief Compliance OfficerCRD 5984527

Contacts

2 of 2
  • DAVID SHIRREFFS

    Limited PartnerCRD 2894876

  • STEVE SHIRREFFS

    PrincipalCRD 4871168

Wealth teams

FINTRX

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

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
777 W Putnam Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth