# Granite Value Capital

Granite Value Capital is a Bank / Wealth / Trust based in Hanover, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Hanover, United States
- **Region:** North America
- **Address:** Hanover, NH, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** granitevaluecapital.com
- **LinkedIn:** https://www.linkedin.com/company/granite-value-capital-llc

## Regulatory record

- **CRD number:** 150169
- **SEC file number:** 801-128125
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150169

## About

Granite Value Capital was established in 2009 and is headquartered in Hanover, New Hampshire. The firm is structured as a registered investment advisor, offering portfolio management, financial planning, and retirement consulting to individuals, high-net-worth families, trusts, and corporate entities. Its founding coincided with the post-financial-crisis era, a period when many clients sought a more conservative, advice-driven approach to wealth preservation. The firm's investment approach centers on constructing diversified portfolios tailored to client risk profiles rather than pursuing concentrated thematic bets. Granite Value Capital does not publicly disclose positions in specific operating companies or real assets, consistent with its role as a non-discretionary advisor. Geographic focus remains entirely domestic, serving clients primarily in the Upper Valley region of New Hampshire and Vermont. No separate venture arm, real-estate operating company, or philanthropic foundation is publicly affiliated with the firm. Client assets are custodied externally, and Granite Value Capital's regulatory filings confirm it does not have discretionary authority — the firm recommends allocations, but clients retain final say on all trades. Structurally, Granite Value Capital differs from family offices or institutional allocators in that it functions purely as a fee-based advisory practice. There is no proprietary capital, no co-investment vehicle, and no disclosed succession plan. For institutional due-diligence purposes, the key architectural note is that Granite Value Capital is an advisor to capital, not a deployer of capital — a distinction that limits the types of partnerships it can form with GPs seeking discretionary commitments.

## Questions

### Does Granite Value Capital have discretionary authority over client assets?

No. According to the firm's regulatory filings, Granite Value Capital does not exercise discretionary authority. It recommends allocations and investment strategies, but all trading decisions require explicit client approval. This limits the speed at which the firm can act on market opportunities relative to discretionary managers.

### What is the firm's known posture on alternative investments?

Granite Value Capital does not publicly emphasize alternatives in its stated service mix. Without a scraped website or publicly available commentary, the firm's allocation to private equity, venture capital, or hedge funds cannot be independently verified. Institutional due-diligence inquiries should directly confirm the firm's alternatives capabilities and any gatekeeper relationships it maintains.

### Who are the principals or key decision-makers at the firm?

Granite Value Capital has not publicly surfaced named principals through its website, press coverage, or other primary communications. The firm does not maintain a known LinkedIn presence. Due diligence should request the firm's Form ADV Part 2B, which includes biographical information on supervised persons with investment discretion or significant client-facing roles.

## Related profiles

- [Granite State Retirement Planning](https://altss.com/profile/granite-state-retirement-planning)
- [Grant Koehler & Levin](https://altss.com/profile/grant-koehler-levin)

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Last updated: 2026-08-11T02:43:31.692Z

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