Granite Hill Capital Management, LLC

The firm provides financial planning, capital management, and investment consultations for individuals, trusts, and estates, including hourly planning engagements and written Investment Policy Statements. As of January 31, 2026 it reports managing a small number of client relationships — five clients and roughly $14.09 million in discretionary assets — and typically operates with discretionary trading authority for client accounts.

Its investment approach is evidence-based and grounded in modern portfolio theory, emphasizing strategic asset allocation, tax efficiency, and disciplined, long-term investing documented in an IPS. Portfolios are implemented primarily with low-cost ETFs and mutual funds, supplemented by bonds and, when justified, higher-expense or limited-liquidity interval funds; the firm considers clients’ outside accounts in forming overall strategy and places trades under a limited power of attorney while clients retain custody with a qualified custodian.

Noteworthy aspects include the unusually small client roster and modest AUM for an independent advisory firm, yielding a high adviser-to-client ratio that may enable highly individualized attention. The lead adviser holds the CFA charter and decades of industry experience; the firm does not sell commissioned products or accept referral fees and generally does not vote proxies, instead expecting clients to vote or to seek proxy voting guidance when requested.