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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-24-2023
- Office Locations
- 1
Office Locations
About Granace Capital LLC
Granace Capital LLC is a New York-based registered investment adviser offering comprehensive financial planning and investment management for individuals and families, typically with over $1M in investable assets (also considers $250k+ with clear wealth potential). The firm emphasizes bespoke portfolios over turnkey TAMPs, uses AI to support (not replace) advice, and custodians with Charles Schwab and TIAA. Founder David Ackerman, former Chief Digital Officer at NYU, adds a tech-research lens. Currently accepting new clients for a 2026 waitlist.
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Investment Themes
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Owner & Executives
David Charles Ackerman
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #7737242
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,529,318 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,529,318 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,529,318
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $110,528,695 | 9.8% |
| Public Funds | $491,739,909 | 43.6% |
| Cash | $392,489,652 | 34.8% |
| Corporate - Investment Grade | $133,085,572 | 11.8% |
| Total | $1,127,843,828 | 100.0% |