Granite Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oakland, CA. Its latest Form ADV filing, dated April 1, 2026, reports $315M in regulatory assets under management, 2 employees, and 275 accounts.
Assets Under Management
$315M
Employees
2
Offices
--
Total Clients
86
Primary office
OAKLAND, CA
5707 REDWOOD RD., SUITE 3, OAKLAND, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.1% of total clients.
Top client categories% of clientsClients
1
HNWI
72.1%
62
2
Individuals
16.3%
14
3
Corporations
9.3%
8
4
Pension Plans
2.3%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$315Mas of April 1, 2026
Discretionary99.3%
$312M
99% of total RAUM99.3%
Non-discretionary0.7%
$2M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$315M
Total Accounts275
10Y AUM Change+$99M (+46.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee43:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.