Granada Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,000,000
Clients
3
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
Very LowAverage account size
$333,333
About
Granada Capital Management, LLC is an independent, single-advisor investment advisory firm that provides portfolio management and investment advisory services to individual clients, generally charging fees as a percentage of assets under management. Its Form ADV Part 2 presents the firm as offering advisory and supervisory services typical of small independent advisers.
The ADV includes the standard categories of investments and advisory services but provides limited detail in several sections, with Schedule F continuation sheets largely unfilled and percentage breakdowns of advisory billings left blank. With approximately $1.0 million in assets under management and only three disclosed clients, the firm operates at a very small scale and is structured to manage a very limited number of accounts.
What is distinctive about Granada Capital is the combination of its very low AUM, an extremely small client roster (three clients), and minimal additional disclosures in the Part 2 brochure—features that are uncommon among independent advisers, many of which report larger client bases and more complete ADV detail. These operational characteristics differentiate the firm from typical peers in this category.
Client services
Portfolio management
Fee options
Main office location
Granada Capital Management, LLC
Granada Hills CA, United States
Number of offices
1
Most active in
Granada Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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