$9.1M Total AUM
$9.1M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-06-2014
- Office Locations
- 1
Office Locations
-- Round Rock TX
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.
Team overview
-- AVG AGE
$9.1M AVG AUM / ADVISOR
$304.2K AVG AUM / CLIENT
11.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ERIC ISAAC SCHLEIEN
Chief Executive Officer
- CRD
- #6394652
- 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 | $9,125,164 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,125,164 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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