Blue Granite Capital, LLC

Blue Granite Capital, LLC is an investment advisory firm that has been operating since 2003 and is registered with the appropriate regulatory authority. The firm specializes in providing portfolio management services to clients, with a focus on developing financial outlines and investment objectives tailored to individual client needs. Blue Granite Capital is co-owned by Scott B. Shubert, President and Chief Investment Officer, and John Shubert, Partner. As of December 31, 2024, the firm managed over $99 million on a discretionary basis. The firm's fee structure ranges from 0.50% to 1.00% of assets under management, with a minimum portfolio value typically set at $500,000. Blue Granite Capital may negotiate special fee arrangements based on individual circumstances. The firm does not charge performance-based fees and does not engage in side-by-side management. Blue Granite Capital's investment strategies primarily involve common stocks, individual bonds, and ETFs, with a focus on optimizing performance while managing risk through diversification and asset allocation. The firm provides advisory services to individuals, pension and profit-sharing plans, and corporations, with a minimum portfolio value of $500,000 for conventional investment advisory services. The firm's investment advisers have no disciplinary events to report, and they do not vote proxies related to securities held in client accounts. Blue Granite Capital has custody of client accounts through Pershing, the custodian, and operates with investment discretion, managing portfolios on a discretionary basis. The firm's investment advisers have educational backgrounds and extensive experience in the financial industry, ensuring clients receive expert guidance and service.