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Granite Capital Management, LLC

● SEC registered since 2024CRD 141743SEC# 801-130793Oakland, CA
Export (members)
Reg. AUM
$314.6M
Employees
2
Accounts
275
Location
Oakland, CA

About Granite Capital Management

Granite Capital Management helps clients pursue the future they have in mind through portfolio guidance spanning asset allocation, fixed income, and equities. It emphasizes aligning the firm's perspective with each client's priorities.
Summary based on the firm’s website.

Granite Capital Management, LLC assets under management

Granite Capital Management, LLC is a registered investment adviser overseen by the SEC based in Oakland, CA. The firm has been registered since 2024. It reports $314.6 million in regulatory assets under management and employs 2 people.

Granite Capital Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
John Kennelly Spees ControlManaging Member25-50%2000
Joseph Brian Fuqua ControlManaging Member25-50%2000
Joseph Brian Fuqua ControlCco50-75%2000

Frequently asked questions

How much does Granite Capital Management, LLC manage?

Granite Capital Management, LLC reports $314.6 million in regulatory assets under management on its Form ADV.

How many employees does Granite Capital Management, LLC have?

Granite Capital Management, LLC reports 2 employees.

Where is Granite Capital Management, LLC located?

Granite Capital Management, LLC is based in Oakland, CA and has been SEC-registered since 2024.

Does Granite Capital Management, LLC disclose fund performance?

Granite Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5707 Redwood Rd., Suite 3, Oakland, CA 94619
Phone510-336-9120
Fax510-336-9123
Office hours6:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$314.6M▲ 32%
Mar '25 — $238.1MApr '25 — $238.1MMay '25 — $238.1MJun '25 — $238.1MJul '25 — $238.1MAug '25 — $238.1MSep '25 — $238.1MOct '25 — $238.1MNov '25 — $238.1MDec '25 — $238.1MJan '26 — $238.1MFeb '26 — $238.1MMar '26 — $238.1MApr '26 — $314.6MMay '26 — $314.6MJun '26 — $314.6MJul '26 — $314.6MAug '26 — $314.6MSep '26 — $314.6M
Mar '25Form ADV, monthlySep '26

How this firm compares

Regulatory AUMTop 61%
Larger than 39% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers

Assets under management

$314.6Mregulatory AUM
Discretionary $312.3MNon-discretionary $2.3M