AdvisorCensus / Financial advisors / Connecticut / New Haven / Granite Islands Private Wealth, LLC
Granite Islands Private Wealth, LLC is an SEC-registered investment advisory firm in Guilford, CT, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.
Quick answers
From the filingHow is Granite Islands Private Wealth, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Granite Islands Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Granite Islands Private Wealth, LLC charge?
Its Form ADV Part 2A brochure dated June 16, 2026 states: Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Granite Islands Private Wealth, LLC located?
Granite Islands Private Wealth, LLC's principal office is in Guilford, CT, according to its Form ADV.
Is Granite Islands Private Wealth, LLC registered with the SEC or a state?
Granite Islands Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336263.
How much does Granite Islands Private Wealth, LLC manage?
Granite Islands Private Wealth, LLC reports $229,860,232 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary).
What types of clients does Granite Islands Private Wealth, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (379); individuals (other than high net worth individuals) (98); pension and profit sharing plans (but not the plan participants or government pension plans) (9).
Which custodians does Granite Islands Private Wealth, LLC use?
Granite Islands Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Granite Islands Private Wealth, 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/336263
Does Granite Islands Private Wealth, LLC state an account minimum?
Its Form ADV Part 2A brochure dated June 16, 2026 says: "Granite Islands does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."
What changed in Granite Islands Private Wealth, LLC's recent Form ADV filings?
In the August 2026 filing data: Registered or notice-filed in NH.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1.75% of assets a year (the maximum the brochure states)
The brochure's wording
Our annual fee ranges up to 1.75% annually and is assessed and/or charged quarterly in arrears based on the value at the end of the billing period.
Account minimum: None
The brochure's wording
Granite Islands does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.
As stated in the firm's Form ADV Part 2A brochure dated June 16, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$229,860,232 as of October 2026, filing dated August 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- August 2026
- Registered or notice-filed in NH.
- April 2026
- Updated its list of owners and control persons (Schedule A).
- February 2026
- Registered or notice-filed in NY.
- January 2026
- Regulatory assets under management went from $0 to $228,092,444.
- Employees performing advisory functions went from 3 to 4.
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Granite Islands Private Wealth, LLC (CRD 336263): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/granite-islands-private-wealth-llc-guilford-ct-336263