Granite Hill Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,085,707
Total clients
5
60% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$2,817,141
About
Granite Hill Capital Management provides financial planning, capital (portfolio) management, and limited-scope investment consultations to individuals, trusts, and estates. The firm documents strategies in a written Investment Policy Statement and delivers periodic portfolio oversight and written quarterly reports to clients.
Its investment approach is evidence-based and grounded in modern portfolio theory, emphasizing strategic asset allocation and consideration of a client’s total holdings (including outside accounts). Implementation relies largely on ETFs and mutual funds with attention to risk exposures, tax efficiency, and costs, although the firm will use less liquid or higher-expense funds when it believes they add incremental portfolio benefit.
Compared with many peers, the firm operates at a very small scale—managing roughly $14 million for a small number of clients—which contributes to a highly individualized planning and review process. The lead adviser is a CFA charterholder with several decades of investment and corporate finance experience; the firm also does not sell commissioned products or accept referral fees and generally leaves proxy voting to clients while offering recommendations on request.
Client services
Expertise
Fee options
Investment and Financial Planning fees billed 50% in advance, balance upon delivery; Capital Management fees billed quarterly in arrears
$0 - $500,000: 0.50% $500,000 - $1,000,000: 0.35% $1,000,000 - $2,000,000: 0.20% $2,000,000+: Negotiable
Hourly planning services at $200 per hour
Account minimum: $250,000 Minimum fee: Minimum annual fee of $1,250 in the first year for accounts below $250,000 Fee-only: Hourly planning services at $200 per hour
Main office location
Granite Hill Capital Management, LLC
Ridgefield CT, United States
Number of offices
1
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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