Granville Capital, Inc.
Firm details
- Headquarters
- Greensboro, North Carolina
- CRD number
- 126679
- Registered since
- May 30, 2003
- Website
- www.granvillecapitalinc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles51.36%
- HNWI43.87%
- Charitable Organizations2.88%
- Corporations / Businesses1.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Granville Capital, Inc. is an independently owned registered investment adviser that has been SEC-registered since 2003. Structured as a corporation and owned by an individual, the firm positions itself as both an allocator and manager across individual/family and institutional relationships. Its advisory scope includes financial planning, discretionary portfolio management for individuals and pooled vehicles, and selection of third-party advisers. The firm also sponsors and serves as GP or managing member for pooled investment vehicles, and it identifies as an active ESG investor. Fee arrangements are mixed: percentage-of-AUM billing is used alongside fixed fees and performance-based fees, reflecting its involvement with pooled and alternative strategies. Granville is not a multi-state or newly formed adviser, and it does not serve as a pension consultant or a related adviser.
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
- Private Funds38%
- Non-Exchange Traded Equities27%
- Exchange Traded Equities23%
- Cash & Cash Equivalents9%
- Public Funds/Mutual Funds3%
Owners & executives
3 of 3Eugene Purcell
Chief Compliance OfficerCRD 5879073

Pearce Landry
Partner and Chief Investment OfficerCRD 4928739

Stewart Lynam
Partner and Chief Financial OfficerCRD 7476294
Contacts
3 of 5Michael Dinkins
PrincipalCRD 7348387

Jack Ham
Investment AnalystCRD 7583142

Stephen Hassenfelt
ChairmanCRD 4653933
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$266M in ETFs
99%
$264M
<1%
$2.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $28.2M | 38,314 | 10.60% |
Location
Greensboro, NC
Guilford
Location
Greensboro, NC
Headquartered in Greensboro, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- Guilford
- Address
- 300 N Greene St
- Time zone
- ET (UTC-5)
- Office locations
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