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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Glacier
- Established Date
- 04-22-2009
- Office Locations
- 1
Office Locations
About Granite Value Capital, LLC
Granite Value Capital is an independent, privately owned RIA providing investment management, financial planning, and wealth management for high-net-worth individuals nationwide. The firm follows a disciplined, long-term, value-focused equity approach (Graham/Buffett), typically concentrated in ~40 stocks and avoiding closet indexing; employees co-invest alongside clients. Communicates through detailed quarterly letters and limits strategy capacity to stay small; accounts are custodied at Charles Schwab.
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Owner & Executives
ANTHONY JOHN ABBATE
Chief Investment Officer
- CRD
- #4549814
- Ownership
- 75% or more
JANET LYNN MESSER
Chief Compliance Officer
- CRD
- #5059140
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,911,833 | $540,502 |
| Non-Discretionary | $0 | -- |
| Total | $98,911,833 | $540,502 |
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Separately Managed Accounts
Total SMA Asset: $98,911,833
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $654,363,231 | 17.2% |
| U.S. Government/Agency | $540,230,109 | 14.2% |
| Corporate - Investment Grade | $566,861,171 | 14.9% |
| Equity - OTC | $1,004,371,470 | 26.4% |
| Cash | $783,714,102 | 20.6% |
| Public Funds | $254,897,304 | 6.7% |
| Total | $3,804,437,387 | 100.0% |