Granite Peak Asset Management, LLC (Easton)

Name: Granite Peak Asset Management, LLC
Address: 450 Sport Hill Road, Easton, CT, 06612
Telephone: 203-220-9610

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.

Granite Peak Asset Management: assets under management

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 firm manages $50.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.45 million each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Granite Peak Asset Management, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daken John Vanderburg	Senior managing member	1 Nov 2013	50% - 75%	3177262
Richard W Cooper	Managing member	1 Nov 2013	Other	2322346
Michael Jerard Selverian	Owner	1 Nov 2013	Other	1263955
Context Granite Peak Llc	Owner	1 Nov 2013	Other	46-4743043
Michelle Ann Sullivan	Chief compliance officer and head of operations	1 Mar 2015	Other	6473575

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
John Newell Culbertson	Managing member	1 Nov 2013	75% - 100%	1706520

Based in Easton

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.