Granite Peak Asset Management, LLC is an investment adviser to an investment company based in Easton. It manages $50.72 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Connecticut.
Granite Peak Asset Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and managed accounts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Granite Peak Asset Management, LLC is $50.72 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Granite Peak Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Granite Peak Asset Management, LLC is owned by Michael Jerard Selverian. Michelle Ann Sullivan joined the executive team most recently as the Chief Compliance Officer And Head Of Operations.
The principal office where Granite Peak Asset Management, LLC performs its advisory services is located at 450 Sport Hill Road, Easton, CT 06612, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-220-9610. The normal business hours are 8:00 - 6:00 on Monday - Friday. You can find more information about the New York firm at granitepeakglobal.com.