Data / Investment advisers / South Carolina / Blue Granite Capital, LLC
Blue Granite Capital, LLC, Charleston, SC: $109 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Blue Granite Capital, LLC is an SEC registered investment adviser with its main office in Charleston, South Carolina and reports $109 million in regulatory assets under management in its Form ADV filed September 9, 2026. Its clients include high net worth individuals, pooled investment vehicles and pension and profit sharing plans. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 125607
- SEC file number
- 801-135757
- SEC status
- Approved, effective April 14, 2026
- Main office
- 215 East Bay Street Suite 500m, Charleston, SC 29401
- Phone
- (843) 722-7330
- Website
- bluegranitecapital.com
- Regulatory AUM
- $108,773,163 in the Form ADV filed September 9, 2026
- Discretionary AUM
- $108,773,163
- Accounts
- 89
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 28 | $89.1 million |
| Pooled investment vehicles | 2 | $15.7 million |
| Pension and profit sharing plans | 2 | $2.9 million |
| Individuals (other than high net worth individuals) | 6 | $990,447 |
| Corporations or other businesses | 2 | Not listed |
Other advisers in Charleston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ivy Evergreen, LLC | Charleston | $155 million | 4 | adviserinfo.sec.gov |
| SQN Venture Partners, LLC | Charleston | $137.3 million | Not listed | adviserinfo.sec.gov |
| Warren Capital Group | Charleston | $131 million | Not listed | adviserinfo.sec.gov |
| Advisor.Com | Charleston | $126.8 million | Not listed | adviserinfo.sec.gov |
| Brickell Key Asset Management LLC | Charleston | $119.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Charleston, SC
- Investment advisers in South Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Blue Granite Capital, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.