AdvisorCensus / Financial advisors / New Hampshire / Granite Value Capital, LLC
Granite Value Capital, LLC is an SEC-registered investment advisory firm in Hanover, NH, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.
Quick answers
From the filingHow is Granite Value Capital, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Granite Value Capital, LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Granite Value Capital, LLC located?
Granite Value Capital, LLC's principal office is in Hanover, NH, according to its Form ADV.
Is Granite Value Capital, LLC registered with the SEC or a state?
Granite Value Capital, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 150169.
How much does Granite Value Capital, LLC manage?
Granite Value Capital, LLC reports $98,911,833 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).
How have Granite Value Capital, LLC's assets and staff changed since 2023?
In the Form ADV data for Granite Value Capital, LLC: Regulatory assets under management: $111,263,085 in the October 2023 data and $98,911,833 in the October 2026 data, down 11%. Total employees: 3 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Granite Value Capital, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38); high net worth individuals (31); pension and profit sharing plans (but not the plan participants or government pension plans) (1).
Which custodians does Granite Value Capital, LLC use?
Granite Value Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Granite Value 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/150169
Does Granite Value Capital, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 13, 2026 says: "In general, we require a minimum portfolio of $1,000,000 to establish an advisory relationship. At our discretion, we may waive this minimum account size."
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
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 2AAccount minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
In general, we require a minimum portfolio of $1,000,000 to establish an advisory relationship. At our discretion, we may waive this minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated March 13, 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$98,911,833 as of October 2026, filing dated March 13, 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
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 3. Performing investment advisory functions: 1.
- 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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $98,911,833 | 3 | March 13, 2026 |
| October 2025 | $95,277,408 | 3 | March 21, 2025 |
| October 2024 | $119,979,158 | 2 | February 9, 2024 |
| October 2023 | $111,263,085 | 3 | May 9, 2023 |
Regulatory assets under management: $111,263,085 in the October 2023 data and $98,911,833 in the October 2026 data, down 11%.
Total employees: 3 in October 2023 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
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 Value Capital, LLC (CRD 150169): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/granite-value-capital-llc-hanover-nh-150169