CRD: 137219
Granite Hill Capital Management, LLC
$16.4M Total AUM
$16.4M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
20 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-19-2006
- Office Locations
- 1
Office Locations
-- Ridgefield CT
About Granite Hill Capital Management, LLC
Granite Hill Capital Management is a Ridgefield, CT RIA providing goals-based financial and investment planning for individuals and families, with an emphasis on retirement and legacy outcomes. Portfolios are built with asset allocation and risk management in mind, using primarily public funds and ETFs, and the firm also supports insurance and annuity solutions. Custody includes SEI.
Team overview
69 AVG AGE
$16.4M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
20.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
STEPHEN PAUL TANNER
Financial Planner, Investment Advisor, Manager
- CRD
- #5032785
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,355,500 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,355,500 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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