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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-06-2014
- Office Locations
- 1
Office Locations
About Granite State Capital Management, LLC
Granite State Capital Management is a Texas-based RIA providing discretionary portfolio management via SMA using a long-term, value-investing approach. The strategy is unconstrained across sectors and market caps, aiming to exploit mispricings in less-competitive areas through “time arbitrage.” Portfolios are implemented primarily with ETFs and custodied at Interactive Brokers, serving retail and institutional clients.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 30 clients, or 30 clients per representative. That equates to $304.2K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Granite State Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ERIC ISAAC SCHLEIEN
Chief Executive Officer
- CRD
- #6394652
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,125,164 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,125,164 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Granite State Capital Management, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.