Adviser Profile
| As of Date | 08/16/2024 |
| Registration status | Registration Changed to GRANITE CAPITAL MANAGEMENT, LLC |
| ADV Location | OAKLAND, CA, United States |
| Contact Info | 510 xxxxxxx |
| Websites |
| AUM* | 215,324,011 10% |
| of that, discretionary | 213,219,971 10% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 912,390 5% |
| % High Net Worth | 72.94% -5% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds