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- Custodian
- Bank OF America · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Horizon capital
- Established Date
- 01-18-2007
- Office Locations
- 1
Office Locations
About Granite Capital
Granite Capital is an Oakland, CA investment adviser serving retail and institutional relationships, including qualified purchasers. The firm provides portfolio management and asset allocation with a focus on risk management, retirement planning, tax planning, and business succession needs. Investment exposure spans public funds, municipal and other fixed income, and ETFs, with custody available through Charles Schwab and Fidelity/NFS.
Team overview
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Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
JOSEPH BRIAN FUQUA
Managing Member, Partner
- CRD
- #1852295
- Ownership
- 25% but less than 50%
JOHN KENNELLY SPEES
Managing Member, Partner
- CRD
- #2479218
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $312,285,017 | $1,143,901 |
| Non-Discretionary | $2,317,040 | $1,158,520 |
| Total | $314,602,057 | $1,144,007 |
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Separately Managed Accounts
Total SMA Asset: $314,602,057
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,188,403,149 | 25.9% |
| Municipal Bonds | $1,140,673,456 | 13.5% |
| U.S. Government/Agency | $566,112,011 | 6.7% |
| Equity - Exchange | $2,044,762,788 | 24.2% |
| Cash | $2,509,481,603 | 29.7% |
| Total | $8,449,433,007 | 100.0% |