SourcingSourcing

GRANITE VALUE CAPITAL, LLC

B57
CRD 150169·SEC 801-128125·HANOVER, NH
AUM
$98.9M
$25M-$100M
Est. Revenue
$989K
@ 1% on AUM
Est. EBITDA
$297K
@ 30% margin
Est. Deal Value
$2.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GRANITE VALUE CAPITAL, LLC
CRD
150169
SEC file #
801-128125
EIN
—
DBA names
—

Economics

AUM
$98.9M
AUM band
$25M-$100M
AUM trajectory
'25'26
$95.3M → $98.9M▲ +4%
Client mix
Individuals Other38
Individuals High Net Worth31
Pension Profit Sharing Plans1

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
HANOVER NH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
granitevaluecapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ABBATE, ANTHONY, JOHN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ABBATE, ANTHONY, JOHN
MESSER, JANET, LYNN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GRANITEVALUECAPITAL.COM
Rdap Domain Creation Date
2009-04-03T14:25:33Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-03T14:25:33Z
Rdap Domain Last Changed
2026-02-02T07:47:26Z
Rdap Nameservers
Ns1045.ui-dns.bizNs1045.ui-dns.comNs1045.ui-dns.deNs1045.ui-dns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4549814
Trust Company Affiliate
No

People (2)

2
ABBATE, ANTHONY, JOHN
IAR · Direct Owner · 87.5%
4549814
JANET LYNN MESSER
Executive Officer · 2.5%
5059140