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GRANITE CAPITAL

OAKLAND, CA · CRD 141743 · IAPD ↗ · granitecapitalllc.com · 510-336-9120

$314.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
May 2026 — GRANITE CAPITAL reported RAUM up 32% ($238.1M -> $314.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
September 2024 — GRANITE CAPITAL (OAKLAND, CA) is newly SEC-registered with $215.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.