# 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.

- CRD: 150169
- Filed as: GRANITE VALUE CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hanover, NH
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150169
- AdvisorCensus page: https://advisorcensus.com/firm/granite-value-capital-llc-hanover-nh-150169

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $98,911,833
- Discretionary: $98,911,833
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $24,315,310 |
| High net worth individuals | 31 | $70,915,971 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $3,680,552 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- granitevaluecapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $111,263,085 | 3 | May 9, 2023 |
| October 2024 | $119,979,158 | 2 | February 9, 2024 |
| October 2025 | $95,277,408 | 3 | March 21, 2025 |
| October 2026 | $98,911,833 | 3 | March 13, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Granite Value Capital, LLC (CRD 150169): Form ADV filing data as of October 2026.