GRANITE VALUE CAPITAL, LLC

Overview

Granite Value Capital, LLC is an independent registered investment adviser that provides portfolio management and financial planning primarily for individuals, families and small businesses, with institutional relationships as well. The firm operates on a percentage-of-assets fee model and is owned by an individual. Granite Value Capital focuses its discretionary work on liquid, equity-centered strategies, reflecting a clear preference for exchange-traded equities as the primary building block of client portfolios. The adviser is not positioned as an ESG investor and does not present itself as a multi-state or pension consultant specialist. The firm uses third-party managers for select alternative exposures and supplements its equity emphasis with mutual funds and corporate debt where appropriate. Granite Value Capital became SEC-registered in 2023 but is not described as a newly formed adviser, suggesting an organizational transition to SEC registration rather than a brand-new startup.

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Public Holdings

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Location & Offices