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 independent registered investment adviser that has been SEC-registered since 2003 and is owned by an individual. The firm acts as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Its advisory offerings include financial planning, discretionary and nondiscretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of subadvisers or third‑party managers. Fee arrangements are mixed: percentage-of-AUM, fixed fees and performance-based fees are all used. The firm also identifies itself as an active ESG investor and serves as sponsor, general partner or managing member on pooled investment vehicles it advises.
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
$226M in ETFs
99%
$223M
<1%
$2.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV) | State Street | Passive | Large Value | $22M | 388,408 | 9.74% |
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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