# Blue Granite Capital, LLC

> Blue Granite Capital, LLC is an SEC-registered investment advisory firm in Charleston, SC, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 125607
- Filed as: BLUE GRANITE CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charleston, SC
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125607
- AdvisorCensus page: https://advisorcensus.com/firm/blue-granite-capital-llc-charleston-sc-125607

## Quick answers

**How is Blue Granite Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Granite Capital, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Blue Granite Capital, LLC charge?**
Its Form ADV Part 2A brochure dated March 17, 2026 states: Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Blue Granite Capital, LLC located?**
Blue Granite Capital, LLC's principal office is in Charleston, SC, according to its Form ADV.

**Is Blue Granite Capital, LLC registered with the SEC or a state?**
Blue Granite Capital, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 125607.

**How much does Blue Granite Capital, LLC manage?**
Blue Granite Capital, LLC reports $108,773,163 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).

**What types of clients does Blue Granite Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (28); individuals (other than high net worth individuals) (6); pooled investment vehicles (other than investment companies and business development companies) (2).

**Which custodians does Blue Granite Capital, LLC use?**
Blue Granite Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Blue Granite Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/125607

**Does Blue Granite Capital, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 17, 2026 says: "The minimum portfolio value is generally set at $ 500,000. Minimum annual fees may apply. Blue Granite Capital may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where Blue Granite Capital deems it appropriate under the circumstances."

**What changed in Blue Granite Capital, LLC's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it)

> The annual fee schedule is based on a percentage of assets under management, the complexity of services, or other factors and ranges from 0.50% to 1.00%.

- Account minimum: $500,000

> The minimum portfolio value is generally set at $ 500,000. Minimum annual fees may apply. Blue Granite Capital may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where Blue Granite Capital deems it appropriate under the circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $108,773,163
- Discretionary: $108,773,163
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $990,447 |
| High net worth individuals | 28 | $89,132,304 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $15,726,372 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,924,040 |
| Corporations or other businesses not listed above | 2 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bluegranitecapital.com
- LinkedIn @blue-granite-capital-llc

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Granite Capital, LLC (CRD 125607): Form ADV filing data as of October 2026.